Senior Account Services Associate
Ashley is a member of the Client Service Department at Beacon Pointe Advisors and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. Her duties include portfolio maintenance, onboarding of new relationships, database management, and client service. Prior to joining Beacon Pointe, Ashley spent six years working in brokerage and advisory operations a Voya Financial Advisors in the Des Moines, IA office. In her free time, she enjoys traveling, baking, and socializing with family and friends.