Ashley became a financial advisor because she loves helping clients feel better prepared for the unexpected in life. She is dedicated to making wealth management approachable and easy to understand. Ashley helps clients see all of the pieces of the financial puzzle and develop a comprehensive plan for their unique circumstances. She helps to give them all of the information they need to make good decisions, and the confidence to live life with anticipation. Whether personal financial planning, saving for retirement, exploring college funding, navigating insurance, or legacy and estate planning, she helps clients discover the right plan for them.
Ashley grew up under the strong influence and example of her father, Ellis Green. She has a true understanding gained from lessons learned at a young age in regard to planning, saving and investing in the future. As a member of Green Wealth Management Group, Ashley draws upon the accumulated knowledge and experience of our entire team to keep you and your financial future on the ideal path. She also works together with other professionals, such as estate planning attorneys and CPAs, to design, implement and monitor financial plans to help clients reach their goals and objectives.
Ashley joined Raymond James in 2015. She graduated Cum Laude from Texas Christian University in 2013 with a degree in Environmental Science and minors in Business and Energy and Technology Management. Ashley completed the Raymond James Advisor Mastery Program (AMP), an intensive training curriculum offering comprehensive education for the next generation of Raymond James financial advisors. Her professional credentials include: CERTIFIED FINANCIAL PLANNER® (CFP®), Accredited Asset Management Specialist™ (AAMS™), & Wealth Management SpecialistSM (WMSSM). Additionally, Ashley was named a member of the Achievers Club for the last seven years in recognition of her personal accomplishments from the prior year.*
Ashley enjoys giving back and previously served on the finance committee at Peachtree Road United Methodist Church. She and her husband Kirk enjoy lending a hand with Habitat for Humanity in Atlanta, and have participated in several home builds. In her free time, she enjoys spending time with her husband and son, Henry, as well as traveling, snow skiing, DIY home projects, cooking and cheering on the TCU Horned Frogs or GT Yellow Jackets (her husband’s alma mater).
*Membership is based mainly on assets under management, education, credentials and fiscal year production. Requalification is required annually. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. No fee is paid in exchange for this award/rating.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Accredited Asset Management SpecialistSM and AAMS® are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.