Ashley is a Managing Director and co-head of Wealthspire Advisors’ Potomac, MD office. She has been with the firm and its predecessors since 2008, and has more than 20 years of experience in the wealth management industry. In her role as an advisor, she specializes in coordinating the financial affairs of individual clients and client families, with a strong emphasis on thoughtful and attentive service. She is an active member in the Investments and Wealth Institute, serves as finance chair at Chevy Chase United Methodist Church, and sits on the Professional Advisors Council of the Greater Washington Community Foundation.
Director at Highline Wealth Management
Associate Director at Convergent Wealth Advisors
Staff Accountant at PwC
Education & Credentials
BSBA, American University – Kogod School of Business, Accounting Concentration
Certified Investment Management Analyst®
Certified Private Wealth Advisor®
Series 65 license
Investments & Wealth Institute® (the Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst®.” Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.