Ashlyn Reece, Aif® work email
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Ashlyn Reece, Aif® personal email
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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.
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Financial AdviserThe Advanced Financial Group Jan 2023 - PresentLufkin, Texas, UsSecurities 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 requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html. -
Senior Registered Client AssociateRaymond James Feb 2020 - Jan 2023St. Petersburg, Florida, UsRaymond 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 subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htmRaymond James & Associates, Inc., Member New York Stock Exchange/SIPC -
OperationsWoodlands Securities Corporation, Member Finra & Sipc Feb 2018 - Feb 2020• 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.• Manage heavy calendars; schedule internal and offsite meetings, client appointments and conference calls• Compose and oversee all marketing campaigns; maintain website and social media accounts
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Administrative AssistantThe Advanced Financial Group Aug 2017 - Feb 2018Lufkin, 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 -
Closing ManagerCrown Colony Country Club May 2012 - Aug 2017Us•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. -
Administrative AssistantAlexander, Lankford, And Hires Cpa Aug 2016 - May 2017•Scanning and filing tax forms •Delivering paperwork to various clients•Performing office errands as need arises•Creating and maintaining customer databases
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Sales AssociateMarket To Market Nov 2015 - May 2017•Advertising inventory via social media•Soliciting referrals from customers•Adhering to customer needs and preferences•Organizing items in a visually appealing manner
Ashlyn Reece, Aif® Skills
Ashlyn Reece, Aif® Education Details
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Stephen F. Austin State UniversityBusiness Administration / Finance -
Stephen F. Austin State UniversityGeneral
Frequently Asked Questions about Ashlyn Reece, Aif®
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 current company?
Ashlyn Reece, Aif®'s current role is Financial Adviser.
What is Ashlyn Reece, Aif®'s email address?
Ashlyn Reece, Aif®'s email address is as****@****mes.com
What is Ashlyn Reece, Aif®'s direct phone number?
Ashlyn Reece, Aif®'s direct phone number is +193624*****
What schools did Ashlyn Reece, Aif® attend?
Ashlyn Reece, Aif® attended Stephen F. Austin State University, Stephen F. Austin State University.
What skills is Ashlyn Reece, Aif® known for?
Ashlyn Reece, Aif® has skills like Microsoft Office, Microsoft Word, Customer Service, Microsoft Excel, Leadership, Management, Microsoft Powerpoint, Research, Public Speaking, Project Management, Quickbooks, Social Media.
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