As a Financial Planning Associate, Ashley works closely with clients on a regular basis, assisting them with any questions they may have regarding their financial accounts. She also supports multiple custodians to process requests such as deposits, distributions, new account processes or account maintenance. She was previously a Client Relationship Specialist for JFS.
Prior to joining JFS, Ashley worked as a Paraplanner with a wealth management firm where she built her knowledge of the industry and developed her customer service experience working alongside clients.
Outside of work, Ashley loves to spend most of her time with family and friends. She is a big advocate of empowering and supporting our youth and generously gives her time coaching her hometown girls’ basketball team. Ashley also enjoys finding new places and adventures to experience.
