Ashley Scott, Cfp® Email and Phone Number
Ashley Scott, Cfp® work email
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Ashley Scott, Cfp® personal email
Ashley has worked in the Financial Services industry since 2013. In addition to obtaining her CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, Ashley also holds a Series 65 license and National Life and Health Insurance Producer license. She attained a Bachelor’s Degree in Marketing from Davenport University.
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Financial AdvisorLiberty Wealth Advisors®Canton, Mi, Us
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Financial AdvisorLiberty Wealth Advisors® Sep 2022 - PresentRoyal Oak, Michigan, United StatesAs a Financial Advisor, I take pride in serving our clients and helping them develop sustainable financial plans through a personalized experience. My goal is to create long-term relationships by earning our client's trust and helping them meet their Retirement and life goals. Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. -
Associate Financial Advisor And Compliance ManagerLiberty Wealth Advisors® Dec 2020 - Sep 2022Troy, Michigan, United States
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Client Relationship ManagerPortfolio Solutions, Llc Jun 2018 - Dec 2020Troy, Mi
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Office CoordinatorThe Binnacle Group May 2014 - Jun 2018850 Stephenson Highway, Suite 310 Troy, Mi 48083 -
Administrative AssistantMichigan Planners Aug 2013 - Apr 2014Clinton Township, MiAs an administrative assistant, I supported the office by running small and large group quotes, organizing enrollment materials, implementing group changes, and helped with various marketing efforts. In addition to the support role, I enrolled and managed individuals, including applications eligible for Medicare and tax-credits on the Health Insurance Marketplace. -
Executive AssistantNational Benefit Plans, Ltd. Jan 2012 - Aug 2013Provided support to executive staff, managed schedules, screened calls, assisted in project planning, scheduled meetings and made travel plans, prepared documents and meeting minutes, updated Vice President regarding appointments and meetings, and managed clients via online database. -
Volleyball CoachMichigan Elite Jan 2013 - Jul 2013
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Volleyball CoachFar Out Jan 2011 - Apr 2011
Ashley Scott, Cfp® Education Details
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Marketing -
Ladywood HighschoolDiploma
Frequently Asked Questions about Ashley Scott, Cfp®
What company does Ashley Scott, Cfp® work for?
Ashley Scott, Cfp® works for Liberty Wealth Advisors®
What is Ashley Scott, Cfp®'s role at the current company?
Ashley Scott, Cfp®'s current role is Financial Advisor.
What is Ashley Scott, Cfp®'s email address?
Ashley Scott, Cfp®'s email address is as****@****ors.com
What schools did Ashley Scott, Cfp® attend?
Ashley Scott, Cfp® attended Davenport University, Ladywood Highschool.
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