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Ashley Kelly

Ashley Kelly, CFP®

Vice President - Wealth Advisor


Ashley strives to provide intentional service to each client she interacts with, which she strongly believes is the cornerstone of every successful relationship. The foundation for her customer-first practice is based on her desire to make each client feel both welcomed and individually cared for throughout their investment planning process.

Ashley holds her series 7 and 66 registrations, and Florida insurance licenses. Ashley is a CERTIFIED FINANCIAL PLANNER Professional. This designation required completing hundreds of hours of rigorous courses, examinations, ethical requirements as well as a 6-hour comprehensive examination administered according to the Certified Financial Planner Board of Standards.

Ashley's love for Florida is eminent in her frequent road trips on back-country routes or along coastal shores. She, her husband Jonathan, son Bowen, and black lab Snook enjoy spending time outside fishing, hunting, and adventuring in nature parks. She adores time with her nieces and nephews, and lives in the same city as three of her five siblings.

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