Ashley is a Senior Client Operations Associate based in the Fulton, Maryland office, and supports the larger operations team with daily tasks. She uses her knowledge as a Financial Paraplanner Qualified Professional to better serve clients throughout the financial planning process and is an active member of the Financial Planning Association.
Currently residing in Columbia, Maryland, Ashley enjoys cooking and trying new foods in her free time.
Previous Experience
- Nexit Strategist at StratWealth
Education and Credentials
- BBA, California State University, Marketing
- Financial Paraplanner Qualified Professional (FPQP™)
Financial Paraplanner Qualified Professional™ and FPQP® are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
