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 almost 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.
Wealthspire Advisors supports clients as a wealth manager, investment advisor, consultant, and constant partner in an effort to help our clients realize their unique aspirations. Our range of planning services is broad, but includes charitable planning, guidance in tax and estate planning, executive planning, and exploring customized lending solutions, intentionally touching all aspects of a client’s financial life.