Ashley Moss,
CFP®, AAMS®, WMSTM Private Wealth AdvisorAshley became a financial advisor because she loves helping clients feel better prepared for the unexpected in life. She is dedicated to making wealth management approachable and easy to understand. Ashley helps clients see all the pieces of the financial puzzle and develop a comprehensive plan for their unique circumstances. She helps to give them all the information they need to make good decisions, and the confidence to live life with anticipation. Whether personal financial planning, saving for retirement, exploring college funding, navigating insurance, or legacy and estate planning, she helps clients discover the plan for them.
Ashley grew up under the strong influence and example of her father, Ellis Green. She has a true understanding gained from lessons learned at a young age about planning, saving and investing in the future. As a member of Green Wealth Management Group of Raymond James, Ashley draws upon the accumulated knowledge and experience of our entire team to keep you and your financial future on track . She also works together with other professionals, such as estate planning attorneys and CPAs, to design, implement and track financial plans to help clients reach their goals and objectives.
Ashley joined Raymond James in 2015. She graduated Cum Laude from Texas Christian University in 2013 with a degree in environmental science and minors in business and energy.
Ashley has earned the Private Wealth Advisor designation. This designation is awarded by Raymond James to a select group financial advisors who have demonstrated mastery in anticipating and managing the expansive financial needs of high-net-worth individuals, families and organizations. Her professional credentials also include the Certified Financial Planner™ (CFP®) certification, Accredited Asset Management SpecialistSM (AAMS®), and Wealth Management Specialist℠ (WMS℠).
Ashley enjoys giving back. She and her husband are active in Dunwoody United Methodist Church, participating in several home builds for Habitat for Humanity. Ashley also sings in the Chancel Choir. In her free time, she enjoys spending time with her husband and three children, as well as traveling, snow skiing, DIY home projects, cooking and cheering on her favorite teams.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
AAMS® and Accredited Asset Management Specialist® are registered service marks of the College for Financial Planning.
Private Wealth Advisor is a designation awarded by Raymond James to financial advisors who have demonstrated mastery in anticipating and managing the expansive financial needs of high-net-worth individuals, families and organizations.
