300 North Main Street
Private Wealth Associate
Ashley is a Private Wealth Associate with over 15 years of experience in the financial services industry. She graduated from Anderson University with a degree in Human Resource Business Management. She brings many years of experience in customer service management with an emphasis on accounting and finance. Ashley is a native of the Anderson area and is married to Garrett; they have two dogs named Max and Milo. Away from work, they enjoy traveling and spending time with family. Ashley is also active with the Salvation Army Women's Auxiliary of Greenville SC.
Series 7 & 66
REGISTERED TO DO BUSINESS IN:
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, MD, MI, MO, MT, NC, NH, NJ, NM, NY, OH, PA, SC, TN, TX, VA, WA, WI, WV
1 Josh received this award in 2018, 2019, 2020, 2021. The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
2 Josh received this award in 2018, 2019, & 2020. Barron’s Top Advisor List is based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
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