Ashley joined Shorepoint Capital Partners in 2011. She assists the partners in developing and presenting wealth management plans to clients. She works directly with our clients during the onboarding process, responds to account inquiries and coordinates solutions to client requests. In addition, Ashley assists our principals in their research, marketing and other firm activities.
She earned her CFP® certification in order to achieve her goal of becoming a certified financial planner and helping individuals and families make their personal and financial dreams come true.
Ashley graduated from the University of Rhode Island with a B.S. in Business Administration and a B.A. in Spanish Language and Literature. She spent a semester abroad in Seville, Spain and is a member of the Beta Gamma Sigma International Honor Society. Ashley is also a CERTIFIED FINANCIAL PLANNER™ practitioner. In addition to travel, Ashley enjoys volunteering her time with the Big Sister program, baking, and enhancing her leadership and interpersonal skills.