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 May 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 company 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
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{first_initial}{last}@rousepc.com
86% confidence
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.
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 →
HT
Herman Tkach Mba, Cfp®, Crpc®
Colleague at Mercer Advisors
Chicago, Illinois, United States, United States
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IH
Ivette Herrera
Colleague at Mercer Advisors
Greater Houston, United States
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SR
Sonia Rodriguez
Colleague at Mercer Advisors
Houston, Texas, United States, United States
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DM
Deanna Marie Bochno
Colleague at Mercer Advisors
Webster, New York, United States, United States
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AC
Abby Crother
Colleague at Mercer Advisors
Santa Barbara, California, United States, United States
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CG
Chabelly Gurrola
Colleague at Mercer Advisors
Denver, Colorado, United States, United States
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RF
Ryan Fadus, Mba
Colleague at Mercer Advisors
Richmond, Virginia, United States, United States
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JN
Jedd Nicolas, Cfp®, Ctlc
Colleague at Mercer Advisors
Redwood City, California, United States, United States
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ZW
Zachery Wingate
Colleague at Mercer Advisors
Des Moines Metropolitan Area, United States
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JP
John P. Middleton, Cfa®, Cfp®, Caia, Aif®
Colleague at Mercer Advisors
Morristown, New Jersey, United States, United States
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Herman Tkach Mba, Cfp®, Crpc®
Colleague at Mercer Advisors
Chicago, Illinois, United States, United States
View →
IH
Ivette Herrera
Colleague at Mercer Advisors
Greater Houston, United States
View →
SR
Sonia Rodriguez
Colleague at Mercer Advisors
Houston, Texas, United States, United States
View →
DM
Deanna Marie Bochno
Colleague at Mercer Advisors
Webster, New York, United States, United States
View →
AC
Abby Crother
Colleague at Mercer Advisors
Santa Barbara, California, United States, United States
View →
CG
Chabelly Gurrola
Colleague at Mercer Advisors
Denver, Colorado, United States, United States
View →
RF
Ryan Fadus, Mba
Colleague at Mercer Advisors
Richmond, Virginia, United States, United States
View →
JN
Jedd Nicolas, Cfp®, Ctlc
Colleague at Mercer Advisors
Redwood City, California, United States, United States
View →
ZW
Zachery Wingate
Colleague at Mercer Advisors
Des Moines Metropolitan Area, United States
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JP
John P. Middleton, Cfa®, Cfp®, Caia, Aif®
Colleague at Mercer Advisors
Morristown, New Jersey, United States, United States
View →
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 Herman Tkach Mba, Cfp®, Crpc®, Ivette Herrera, Sonia Rodriguez, Deanna Marie Bochno, and Abby Crother.
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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