CERTIFIED FINANCIAL PLANNER™ professional
Certified Divorce Financial Analyst™Certified Plan Fiduciary Advisor
Ashley is a proud second-generation financial advisor. After having trained at the Raymond James home office, she joined her father Phil in his practice in 2011. Together, they provide a unique multigenerational planning perspective for their clients.
Ashley is a CERTIFIED FINANCIAL PLANNER™ professional as well as a Certified Divorce Financial Analyst™. She enjoys speaking to groups about various financial planning topics, including 401(k) basics, Social Security and Medicare, and divorce planning.
Ashley is a member of the Raymond James Retirement Plan Advisory Council, a group that represents less than 1% of all Raymond James advisors. These advisors have made retirement plan consulting a primary focus of their business and adhere to a strict standard of care with their retirement plan clients. Ashley believes in providing ongoing accessible education to participants in retirement plans she supports.
Ashley grew up in the Pacific Palisades. She earned her bachelor’s degree in broadcast journalism from the University of Southern California and later a master’s degree in applied finance from Pepperdine University.
Out of the office, Ashley enjoys watching (and yelling at) her USC Trojans and LA Kings.
Ashley is a member of the Junior League of Los Angeles as well as a Leadership Council member of the Fulfillment Fund. To learn more about the organizations Ashley supports, please visit:
Raymond James is not affiliated with the above organizations.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.