“What I savor most is the chance to work with and help clients. Having conversations with them reveals who they are and what is important to them. Through the financial planning process, we take a plethora of information and organize it so that the client sees a more clearly defined path toward their goals and gains peace of mind knowing that they are in good hands on the journey to getting there.”
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 financial planner and helping individuals and families make their personal and financial dreams come true.
Prior Experience and Education
Prior to joining Shorepoint, Ashley was a Conversion Team Leader at State Street Bank, where she helped implement a department-wide system conversion.
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.
She started her CFP® certification journey by enrolling in Boston University’s Financial Planning Certificate Program in 2016 and completed it in July 2018.
Ashley lives in Wrentham with her husband Ron and their dog Lily. She loves travel, spinning on her Peloton bike, spending time with family and friends, and enjoys baking. She is also a mentor with the Big Sister Association of Greater Boston.