Ashlea Ayer, Cfp®
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Ashlea Ayer, Cfp® Email & Phone Number

Wealth Advisor at Kaufman Rossin Wealth at Kaufman Rossin
Location: Fort Lauderdale, Florida, United States 3 work roles 1 school
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Current company
Role
Wealth Advisor at Kaufman Rossin Wealth
Location
Fort Lauderdale, Florida, United States
Company size

Who is Ashlea Ayer, Cfp®? Overview

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Quick answer

Ashlea Ayer, Cfp® is listed as Wealth Advisor at Kaufman Rossin Wealth at Kaufman Rossin, a company with 429 employees, based in Fort Lauderdale, Florida, United States. AeroLeads shows a matched LinkedIn profile for Ashlea Ayer, Cfp®.

Ashlea Ayer, Cfp® previously worked as Wealth Advisor at Kaufman Rossin and Vice President, Wealth Advisor, Private Wealth Management at Truist Wealth. Ashlea Ayer, Cfp® holds Bachelor'S, Finance, General from University Of Florida - Warrington College Of Business.

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Email format at Kaufman Rossin

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Kaufman Rossin

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Profile bio

About Ashlea Ayer, Cfp®

Ashlea Ayer, Cfp® is a Wealth Advisor at Kaufman Rossin Wealth at Kaufman Rossin.

Current workplace

Ashlea Ayer, Cfp®'s current company

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Kaufman Rossin
Kaufman Rossin
Wealth Advisor at Kaufman Rossin Wealth
miami, florida, united states
Employees
429
AeroLeads page
3 roles

Ashlea Ayer, Cfp® work experience

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Wealth Advisor

Current

Ashlea Ayer is a Wealth Advisor at Kaufman Rossin Wealth. She cares deeply about providing wealth management and financial planning services to her clients to achieve their personal goals and objectives. Ashlea has nearly 20 years of experience in the financial services industry working with high-net-worth individuals, families, and business owners. She is.

Sep 2024 - Present

Vice President, Wealth Advisor, Private Wealth Management

Fort Lauderdale, FL

Due to industry regulations, I am unable to accept recommendations andendorsements. TIS will not accept purchase or sale orders via LinkedIn or itsmessaging system.Truist Investment Services, Inc., member FINRA/SIPC, is a wholly owned non-banksubsidiary of Truist Financial Corporation. Securities and insurance products orannuities sold, offered or.

Sep 2012 - Oct 2023

Business Banking Relationship Manager & Avp, Commercial Banking

Dec 2007 - Sep 2012
Team & coworkers

Colleagues at Kaufman Rossin

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1 education record

Ashlea Ayer, Cfp® education

FAQ

Frequently asked questions about Ashlea Ayer, Cfp®

Quick answers generated from the profile data available on this page.

What company does Ashlea Ayer, Cfp® work for?

Ashlea Ayer, Cfp® works for Kaufman Rossin.

What is Ashlea Ayer, Cfp®'s role at Kaufman Rossin?

Ashlea Ayer, Cfp® is listed as Wealth Advisor at Kaufman Rossin Wealth at Kaufman Rossin.

Where is Ashlea Ayer, Cfp® based?

Ashlea Ayer, Cfp® is based in Fort Lauderdale, Florida, United States while working with Kaufman Rossin.

What companies has Ashlea Ayer, Cfp® worked for?

Ashlea Ayer, Cfp® has worked for Kaufman Rossin, Truist Wealth, and Suntrust Bank.

Who are Ashlea Ayer, Cfp®'s colleagues at Kaufman Rossin?

Ashlea Ayer, Cfp®'s colleagues at Kaufman Rossin include Michael Kramarz, Josie Fernandez, Dan Wagner, Alejandra V., and Luisa Valencia, Cpa.

How can I contact Ashlea Ayer, Cfp®?

You can use AeroLeads to view verified contact signals for Ashlea Ayer, Cfp® at Kaufman Rossin, including work email, phone, and LinkedIn data when available.

What schools did Ashlea Ayer, Cfp® attend?

Ashlea Ayer, Cfp® holds Bachelor'S, Finance, General from University Of Florida - Warrington College Of Business.

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