Ashley works with clients to identify their investment objectives and goals and to implement their portfolio investment strategy in accordance with the firm’s overall investment approach. Working closely with the SIMA team, Ashley supports clients in assessing their comprehensive financial condition, including tax, trust and estate planning.
Ashley began his career as a financial advisor at Merrill Lynch and was most recently a Client Advisor at Mercer Advisors – one of the largest independent fee-only advisory firms in the country. He is a CFA charterholder and a CERTIFIED FINANCIAL PLANNER™ professional. He earned a BS in Finance from Southeastern University and an MBA from the University of South Florida in St. Petersburg.
Along with his wife and two young sons, Ashley recently relocated to the Richmond area from central Florida. Together, they’re looking forward to exploring all that this great city has to offer.
Welcome to Ashley and the Vice Family!