Ashley Worley Email and Phone Number
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Ashley Worley personal email
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You'll find me somewhere between balancing a rewarding career and the greatest job on Earth: motherhood. My professional experience includes a culmination of insurance, investments, banking and digital marketing. Based out of Southeast, IA, working remotely allows me to connect with people all across the Country and utilize the knowledge I've gained throughout my professional career. Fully licensed as an Investment Advisor Representative (FINRA Series 7 and 66) and Property/Casualty/Life/Health Insurance professional, I use my training to connect with people in a meaningful way. Business Coaching is my passion; helping advisors understand how to work smarter and not harder is extremely empowering. In the evenings, I'm blessed to care for my sons: Cameron (age 12), and twins Turner and Jensen (6 years old). I'm also busy building my dream business, Revive Entertainment Complex that is giving my community a place to make new memories together with unique events. If I have a spare moment, you'll find me on the golf course, cooking comfort food, traveling with my sisters, reading murder mysteries/psychological thrillers, or competing with my husband in a {mostly} friendly rivalry of darts, ping pong, archery, firearms, or Nintendo. Southeast Iowa is the best place to raise a family and have a rewarding career and I'm happy to say I'm living my definition of success. If there is anything I can help you with, I’d welcome the opportunity to connect with you.
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Avp, Cfo SolutionsLpl Financial Aug 2022 - Present"We take care of our advisors so they can take care of their clients." A simple mission, with profound meaning. As AVP, CFO Solutions my laser focus is on helping independent financial advisors become the best CEO they can be. Removing distractions, using data-driven decisions, forming productive habits, creating engaging relationships. LPL has the tools and resources to help Advisors succeed like never before. The CFO Solutions team provides the accountability and coaching to help advisors work "on" their business instead of "in" it. -
OwnerRevive Entertainment Complex Jun 2022 - PresentFairfield, IaRevive Entertainment Complex is Southeast Iowa's premier entertainment complex. Our mission is to be a place to play, create, destroy, and live life in the moment. We offer an entire complex of services including gaming lounges, an immersive Escape Room, children's play area, and concession stand. We host birthday parties, corporate events, date nights, and family fun. We are on a mission to bring people together and create memories in the moment. -
Financial ProfessionalStrategic Financial Services Norwell Oct 2020 - Aug 2022The mission of Strategic Financial Services is to be your trusted partner on your financial journey, with the promise of exceptional service and deliberate, well-measured advice. We specialize in goals-based investing, retirement planning, and legacy and estate planning. In my role, I am tasked with helping the firm continue to build and refine client services, implement technology tools, onboard new clients, open new accounts, service existing clients, and maintain our digital marketing presence. -
Freelance Writer, Editor, Digital MarketingFreelance Sep 2020 - Aug 2022Open to positions that include social media management, marketing, graphic design, content creation, PDF editing, proof reading, and more.
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Executive Administrative AssistantGateway Financial Advisors, Inc. Jun 2018 - Sep 2020Executive and Financial Advisor Support for the Gateway Financial Advisor Group and Gateway Insurance Group. Gateway Financial Advisors is an OSJ in the Financial Industry with Cambridge Investment Research as our supporting back office Broker/Dealer. We specialize in Quality of Life Planning. Anyone can help prepare a Financial Plan, but can they help you take the IF out of LIFE? What IF you live (retirement), what IF you linger (longterm care/disability), what IF you leave (divorce/death). We're here to help you address those questions in your own way. -
Client Relations RepresentativeShawn Mccarty, State Farm Sep 2016 - Sep 2017Fairfield, IaManaging risk and building wealth are two important components of a successful financial synergy. In my role as a Client Relations Representative I am able to build relationships with clients and assist in helping them understand what it means to manage risk, and provide products that help them protect their families and financial situations. I also educate them on what their long-term strategy may encompass and how to structure their approach to ensure they're as well thought out as possible.
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Practice Management LiaisonCambridge Investment Research, Inc. Dec 2015 - Sep 2016Fairfield, IowaAs a Practice Management Liaison I work alongside independent financial advisors affiliated with our firm. This position incorporates several responsibilities including: conducting on-site office visits alongside our advisors, preparing reports evaluating business operations, providing accountability and resources via a coaching relationship, etc. Being "in the field" regularly allows me to stay up-to-date on what the current challenges are facing our advisors, and helps me understand how to effectively support them. -
Senior Practice Management ConsultantCambridge Investment Research Jul 2014 - Dec 2015Fairfield, IaAs a Senior Practice Management Consultant at Cambridge Investment Research I have the opportunity to work alongside independent financial advisors to create a more efficient and profitable business. My primary focus as a Senior Consultant is to coach and hold accountable rep-advisors who engage in the various programs offered by Cambridge. I make every effort to ensure that they are setting attainable goals and taking steps to achieve those goals. By listening and getting to know them on a personal level, I am able to recommend appropriate resources and solutions for their specific practice. I want the advisors I work with to learn to be a better business owner, and not simply a better financial advisor. Typically our coaching services are done at a distance; however one of the benefits of my job is that I occasionally get to travel and meet those I support face-to-face.
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Practice Management ConsultantCambridge Investment Research May 2012 - Dec 2015As a Practice Management Consultant I strive to provide superior customer service to rep-advisors looking to improve their personal and professional skills as business owners.
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Senior Practice Management ConsultantCambridge Investment Research Sep 2008 - Jan 2010Fairfield, Ia
Ashley Worley Skills
Ashley Worley Education Details
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Psychology -
Associate Of Arts (A.A.) -
Fairfield High SchoolHigh School
Frequently Asked Questions about Ashley Worley
What company does Ashley Worley work for?
Ashley Worley works for Lpl Financial
What is Ashley Worley's role at the current company?
Ashley Worley's current role is AVP, Finance @ LPL Financial *~Small Business Owner~*.
What is Ashley Worley's email address?
Ashley Worley's email address is as****@****ir2.com
What is Ashley Worley's direct phone number?
Ashley Worley's direct phone number is +164191*****
What schools did Ashley Worley attend?
Ashley Worley attended Buena Vista University, Indian Hills Community College, Fairfield High School.
What are some of Ashley Worley's interests?
Ashley Worley has interest in Guns, Outdoor Activities, Social Media, Such As Exercise, Animals, Raising A Son, Powersports, Church, Bowling, Golf.
What skills is Ashley Worley known for?
Ashley Worley has skills like Coaching, Marketing, Leadership, Customer Service, Time Management, Practice Management, Small Business, Social Media Marketing, Business Coaching, Public Speaking, Consulting, Strategic Business Advice.
Who are Ashley Worley's colleagues?
Ashley Worley's colleagues are Don Link, Cfp®, Stephanie Pearson, Ashley Mcdonald, Ritchie Mendoza, Carissa Myatt Townsend, Mark Geraci, Kara Galle.
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Ashley Worley
Human Resources And Membership Director At Oklahoma City Metropolitan Association Of Realtors- OkcmarEdmond, Ok1okcmar.org3 +140584XXXXX
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Ashley Worley
Administrative Assistant At Division Of Applied Social Sciences, University Of MissouriColumbia, Mo1missouri.edu -
Ashley Worley
Utica, Oh1upstart.com
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