Prior to joining Raymond James in 2017, Ashley A. Banks was the Manager of the Gainesville Florida Morgan Stanley branch. She has over 25 years of experience in all areas of financial services with a unique focus on divorce financial strategies. She is a CERTIFIED FINANCIAL PLANNER™, a designation awarded by the Certified Financial Planner Board of Standards, Inc. As a CFP® practitioner, she has completed extensive education requirements to better understand and enhance the financial planning process. Additionally, Ashley is a Certified Divorce Financial Analyst® (CDFA) practitioner which specifically focuses on the financial side of divorce. These two combinations allow for her to be a complete resource for individuals needing financial direction before, during and after a divorce. Ashley is a graduate of the University of Florida with a major in Finance. She is very involved in the Gainesville community as she has served on the Board of the Boys & Girls Clubs of Alachua County and is also a current member of Children’s Home Society Auxiliary Board and United Way Small Business Council. She resides in Haile Plantation with her two children.
Designations & Licenses
In life, it’s important to find a financial planner you trust to provide sound, unbiased advice and professional services. Being CFP® certified means someone has voluntarily taken the extra steps needed to provide the highest possible standard of financial planning to those they serve. To become a Certified Financial Planner™ one must pass the comprehensive CFP® Certification Exam, have a minimum of three years’ professional experience in financial planning process and must be approved by the CFP Board, which involves an extensive background check – including an ethics, character and criminal check. To maintain certification, CFP® license holders must complete 30 hours of continuing education accepted by the CFP Board every two years.
How does working with a CFP® certified advisor benefit you? Certified Financial Planner™ professionals are held to the utmost standards of ethics and professional responsibility, which prepares them for a career-long commitment to provide truly personalized services to meet your needs; all while maintaining high levels of financial planning and professionalism. CFP® professionals maintain their professional edge through ongoing education and training in addition to the rigorous requirements to represent a high level of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when working with you.
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.