Senior Estate Planning Strategist
Current
Apr 2024 - Present
AeroLeads people directory · profile
Ashley Felton Email & Phone Number
Senior Estate Planning Strategist at Mercer Advisors
at
Mercer Advisors
1 work email found
@rousepc.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Estate Planning Strategist at Mercer Advisors
Location
Leawood, Kansas, United States
Company size
Who is Ashley Felton? Overview
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Quick answer
Ashley Felton is listed as Senior Estate Planning Strategist at Mercer Advisors at Mercer Advisors, a with 413 employees, based in Leawood, Kansas, United States. AeroLeads shows a work email signal at rousepc.com and a matched LinkedIn profile for Ashley Felton.
Ashley Felton previously worked as Senior Estate Planning Strategist at Mercer Advisors and Estate Planning Strategist at Mercer Advisors. Ashley Felton holds Master Of Laws (Ll.M.), Taxation from University Of Missouri-Kansas City.
Company email context
Email format at Mercer Advisors
This section adds company-level context without repeating Ashley Felton's masked contact details.
{first_initial}{last}@rousepc.com
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AeroLeads found 1 current-domain work email signal for Ashley Felton. Compare company email patterns before reaching out.
Profile bio
About Ashley Felton
Ashley Felton is a Senior Estate Planning Strategist at Mercer Advisors at Mercer Advisors. She possess expertise in preparation of wills, revocable trusts, special needs trusts, probate administration.
Listed skills include Preparation Of Wills, Revocable Trusts, Special Needs Trusts, and Probate Administration.
Current workplace
Ashley Felton's current company
Company context helps verify the profile and gives searchers a useful next step.
Mercer Advisors
8 roles
Ashley Felton work experience
A career timeline built from the work history available for this profile.
Estate Planning Strategist
Current
Oct 2022 - Present
Sep 2021 - Oct 2022
Attorney
Creative Planning Legal, P.A.
Ashley Felton is an attorney at Creative Planning. Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, business and estate planning services.Creative Planning currently manages approximately $38 billion for clients in all 50 states and abroad (as of March 2019).
Jun 2017 - Feb 2021
Attorney
Ferree Bunn Rundberg & Ridgway, Chtd
Jun 2016 - Jun 2017
Partner
Felton And Zaman Llp
Jan 2015 - May 2016
Associate
Lentz Clark Deines, Pa
Jan 2010 - Sep 2014
Associate
Douthit Frets Rouse Gentile & Rhodes, Llc
Nov 2008 - Jan 2010
Team & coworkers
Colleagues at Mercer Advisors
Other employees you can reach at merceradvisors.com. View company contacts for 413 employees →
LP
Loren Pierson
Colleague at Mercer AdvisorsBellevue, Washington, United States
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CC
Christopher Casto
Colleague at Mercer AdvisorsCumming, Georgia, United States
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JT
James Taylor, Cfp®, Cepa
Colleague at Mercer AdvisorsGreater Phoenix Area, United States
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LJ
Lily Jackson
Colleague at Mercer AdvisorsPortland, Oregon Metropolitan Area, United States
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KL
Kevin Lehinger
Colleague at Mercer AdvisorsSpokane, Washington, United States
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TT
Tracey Turko, Cfp®, Msfp®, Aep®
Colleague at Mercer AdvisorsCanton, Michigan, United States
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ZB
Zachary Barakat
Colleague at Mercer AdvisorsGreater Phoenix Area, United States
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ND
Nicole Duman
Colleague at Mercer AdvisorsDenver, Colorado, United States
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KD
Kevin Dillon, Cfp®, Crpc®
Colleague at Mercer AdvisorsGreater Philadelphia, United States
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DV
David Ventura, Cfp®, Ea
Colleague at Mercer AdvisorsLos Angeles, California, United States
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Loren Pierson
Colleague at Mercer AdvisorsBellevue, Washington, United States
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CC
Christopher Casto
Colleague at Mercer AdvisorsCumming, Georgia, United States
View →
JT
James Taylor, Cfp®, Cepa
Colleague at Mercer AdvisorsGreater Phoenix Area, United States
View →
LJ
Lily Jackson
Colleague at Mercer AdvisorsPortland, Oregon Metropolitan Area, United States
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KL
Kevin Lehinger
Colleague at Mercer AdvisorsSpokane, Washington, United States
View →
TT
Tracey Turko, Cfp®, Msfp®, Aep®
Colleague at Mercer AdvisorsCanton, Michigan, United States
View →
ZB
Zachary Barakat
Colleague at Mercer AdvisorsGreater Phoenix Area, United States
View →
ND
Nicole Duman
Colleague at Mercer AdvisorsDenver, Colorado, United States
View →
KD
Kevin Dillon, Cfp®, Crpc®
Colleague at Mercer AdvisorsGreater Philadelphia, United States
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DV
David Ventura, Cfp®, Ea
Colleague at Mercer AdvisorsLos Angeles, California, United States
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2 education records
Ashley Felton education
Master Of Laws (Ll.M.), Taxation
Doctor Of Law (J.D.)
FAQ
Frequently asked questions about Ashley Felton
Quick answers generated from the profile data available on this page.
What company does Ashley Felton work for?
Ashley Felton works for Mercer Advisors.
What is Ashley Felton's role at Mercer Advisors?
Ashley Felton is listed as Senior Estate Planning Strategist at Mercer Advisors at Mercer Advisors.
What is Ashley Felton's email address?
AeroLeads has found 1 work email signal at @rousepc.com for Ashley Felton at Mercer Advisors.
Where is Ashley Felton based?
Ashley Felton is based in Leawood, Kansas, United States while working with Mercer Advisors.
What companies has Ashley Felton worked for?
Ashley Felton has worked for Mercer Advisors, Rouse Frets White Goss Gentile Rhodes, P.C., Creative Planning Legal, P.A., Ferree Bunn Rundberg & Ridgway, Chtd, and Felton And Zaman Llp.
Who are Ashley Felton's colleagues at Mercer Advisors?
Ashley Felton's colleagues at Mercer Advisors include Loren Pierson, Christopher Casto, James Taylor, Cfp®, Cepa, Lily Jackson, and Kevin Lehinger.
How can I contact Ashley Felton?
You can use AeroLeads to view verified contact signals for Ashley Felton at Mercer Advisors, including work email, phone, and LinkedIn data when available.
What schools did Ashley Felton attend?
Ashley Felton holds Master Of Laws (Ll.M.), Taxation from University Of Missouri-Kansas City.
What skills is Ashley Felton known for?
Ashley Felton is listed with skills including Preparation Of Wills, Revocable Trusts, Special Needs Trusts, and Probate Administration.
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