As FD Wealth’s first addition, Ashley has been a key employee since its inception. Thanks to her mother’s career, Ashley has grown up surrounded by the accounting industry and developed a keen interest in numbers and finance early on. Initially joining the firm as a client associate, her exceptional customer service skills and passion for helping our clients quickly set her apart. She was dedicated to delivering an outstanding client experience and building strong, long-term relationships with our clients.

Over the past few years, her drive and expertise led her to progress from her initial role to take on more complex responsibilities as a operations specialist and financial analyst. In this role, she facilitates the investment process from start to finish while providing ongoing support to our client base. In addition, she manages our reporting software providing clear and detailed performance reports. Ashley excels at interpreting financial data, analyzing market trends, and providing insightful recommendations to our advisors ensuring clients plans are seamlessly executed. In addition, she provides compliance support to the CCO.

Prior to FD Wealth, Ashley worked as a sales and customer service representative for several years. She graduated from Florida International University with a Master’s in Business Administration in 2022.