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Ashlyn Reece, Aif® Email & Phone Number

Financial Adviser at The Advanced Financial Group
Location: Lufkin, Texas, United States 7 work roles 2 schools
1 work email found @raymondjames.com 1 phone found area 936 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email a****@raymondjames.com
Direct phone (936) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Role
Financial Adviser
Location
Lufkin, Texas, United States

Who is Ashlyn Reece, Aif®? Overview

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Quick answer

Ashlyn Reece, Aif® is listed as Financial Adviser at The Advanced Financial Group, based in Lufkin, Texas, United States. AeroLeads shows a work email signal at raymondjames.com, phone signal with area code 936, and a matched LinkedIn profile for Ashlyn Reece, Aif®.

Ashlyn Reece, Aif® previously worked as Senior Registered Client Associate at Raymond James and Operations at Woodlands Securities Corporation, Member Finra & Sipc. Ashlyn Reece, Aif® holds Bachelor Of Business Administration (B.B.A.), Business Administration / Finance from Stephen F. Austin State University.

Company email context

Email format at The Advanced Financial Group

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*@raymondjames.com
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Profile bio

About Ashlyn Reece, Aif®

I am a dedicated financial adviser at Advanced Financial, where I apply my expertise and passion to help clients achieve their financial goals. Holding Series 7, 63, and 65 licenses, as well as a life and health state insurance license, I am equipped to provide comprehensive financial guidance. My commitment to to my clients is further evidenced by my Accredited Investment Fiduciary designation (AIF), emphasizing my dedication to upholding the highest standards of fiduciary responsibility.Beyond my professional role, I lead an active lifestyle, finding joy in outdoor adventures with my family and friends. I am also an adept event coordinator and host, with a talent for bringing people together. I continuously seek inspiration in life by experiencing new things or building new relationships.Deeply rooted in my community, I serve on several boards and committees, including the Boys and Girls Club of Deep East Texas Advisory Committee, Angelina College Foundation Board of Trustees, and various event planning committees. Through my involvement, I am committed to making a positive impact and enriching the lives of those around me. I am also a proud graduate of Leadership Lufkin.After graduating from Stephen F. Austin State University in 2017 with a Bachelor of Business Administration (BBA) in Finance, I embarked on my professional journey, gaining valuable experience as a senior registered associate at Raymond James in The Woodlands, Texas. However, despite the opportunities presented elsewhere, my heart remained rooted in my hometown of Lufkin. Driven by a deep connection to my community and a desire to make a meaningful difference in the lives of those I know and love, I made the decision to bring my skills back home. Returning to Lufkin, I joined Advanced Financial (for a second time), where I apply my financial expertise with a personal touch, serving the community I cherish.

Listed skills include Microsoft Office, Microsoft Word, Customer Service, Microsoft Excel, and 22 others.

Current workplace

Ashlyn Reece, Aif®'s current company

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The Advanced Financial Group
The Advanced Financial Group
Financial Adviser
AeroLeads page
7 roles

Ashlyn Reece, Aif® work experience

A career timeline built from the work history available for this profile.

Financial Adviser

Current

Lufkin, Texas, US

Securities offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org.The Advanced Financial Group 1101 S. Chestnut St. Lufkin, TX 75901 936.634.3378 This communication is strictly intended for individuals residing in the states of TX. No offers may be made or accepted from any resident outside these states due to various state.

Jan 2023 - Present

Senior Registered Client Associate

St. Petersburg, Florida, US

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are.

Feb 2020 - Jan 2023

Operations

Woodlands Securities Corporation, Member Finra & Sipc
  • Deliver customer service and administrative support to a team of Financial Advisors
  • Receive unsolicited orders from clients
  • Adjust and rebalance current investment models as position weights are adjusted
  • Act as liaison between clients and advisors
  • Prepare all material for weekly investment meeting
  • Develop strong relationships by delivering the highest level of personalized customer service.
Feb 2018 - Feb 2020

Administrative Assistant

Lufkin, Texas, US

  • Serviced clients for two financial advisors
  • Analyzed, compiled and distributed various reports to clients on as needed basis
  • Calculated and processed all Required Minimum Distributions from complex portfolios as necessary
  • Improved professionalism by participating in workshops, seminars, and conference calls with advisors
  • Worked with client tax professionals to ensure that all necessary information was being received
Aug 2017 - Feb 2018

Closing Manager

US

  • Maintaining knowledge of current menu items as well as preparation methods
  • Delivering exceptional service thru greeting and serving in a well-mannered timely effort.
  • Managing closing duties
  • Inquiring about guest satisfaction in regards to making their dining experience as hospitable as possible.
May 2012 - Aug 2017

Administrative Assistant

Alexander, Lankford, And Hires Cpa
  • Scanning and filing tax forms
  • Delivering paperwork to various clients
  • Performing office errands as need arises
  • Creating and maintaining customer databases
Aug 2016 - May 2017

Sales Associate

Market To Market
  • Advertising inventory via social media
  • Soliciting referrals from customers
  • Adhering to customer needs and preferences
  • Organizing items in a visually appealing manner
Nov 2015 - May 2017
2 education records

Ashlyn Reece, Aif® education

Bachelor Of Business Administration (B.B.A.), Business Administration / Finance

Stephen F. Austin State University

Bachelor Of Business Administration - Bba, Finance, General

Stephen F. Austin State University
FAQ

Frequently asked questions about Ashlyn Reece, Aif®

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

What company does Ashlyn Reece, Aif® work for?

Ashlyn Reece, Aif® works for The Advanced Financial Group.

What is Ashlyn Reece, Aif®'s role at The Advanced Financial Group?

Ashlyn Reece, Aif® is listed as Financial Adviser at The Advanced Financial Group.

What is Ashlyn Reece, Aif®'s email address?

AeroLeads has found 1 work email signal at @raymondjames.com for Ashlyn Reece, Aif® at The Advanced Financial Group.

What is Ashlyn Reece, Aif®'s phone number?

AeroLeads has found 1 phone signal(s) with area code 936 for Ashlyn Reece, Aif® at The Advanced Financial Group.

Where is Ashlyn Reece, Aif® based?

Ashlyn Reece, Aif® is based in Lufkin, Texas, United States while working with The Advanced Financial Group.

What companies has Ashlyn Reece, Aif® worked for?

Ashlyn Reece, Aif® has worked for The Advanced Financial Group, Raymond James, Woodlands Securities Corporation, Member Finra & Sipc, Crown Colony Country Club, and Alexander, Lankford, And Hires Cpa.

How can I contact Ashlyn Reece, Aif®?

You can use AeroLeads to view verified contact signals for Ashlyn Reece, Aif® at The Advanced Financial Group, including work email, phone, and LinkedIn data when available.

What schools did Ashlyn Reece, Aif® attend?

Ashlyn Reece, Aif® holds Bachelor Of Business Administration (B.B.A.), Business Administration / Finance from Stephen F. Austin State University.

What skills is Ashlyn Reece, Aif® known for?

Ashlyn Reece, Aif® is listed with skills including Microsoft Office, Microsoft Word, Customer Service, Microsoft Excel, Leadership, Management, Microsoft Powerpoint, and Research.

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