Ashley Huxel Email and Phone Number
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Ashley Huxel personal email
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A diligent and versatile professional with nearly two decades of experience in financial services and wealth management for High Net Worth individuals and families. With strong communication skills, attention to detail and the ability to foster positive relationships, I add value to my team and earn the confidence of our valued clients. I am passionate about simplifying complex ideas for clients, helping them to articulate their goals, and doing everything I can to see that they are achieved. I enjoy working in a positive team environment where expectations are communicated clearly and where I have the support to achieve goals with utmost integrity, in a way that is true to my personality and style.PROFESSIONAL ACHIEVEMENTS Executive Certificate in Financial Planning from Xavier University Leadership Center, 05/2012 Series 7 - General Securities Representative, 12/2007-04/2015 Series 66 - Uniform Combined State Law Exam, 07/2008-04/2015 Variable Annuities - Ohio, 07/2010-12/2014 Accident & Health Insurance - Ohio, 07/2010-12/2014 Life Insurance - Ohio, 07/2010-12/2014 Long Term Care Insurance - Ohio, 09/2010-12/2014 Commissioned Notary of the State of Ohio, 06/2007-06/2015
Generations Wealth, Llc
View- Employees:
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Senior Wealth AdvisorGenerations Wealth, Llc Sep 2023 - PresentMason, Ohio, United States
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Wealth AdvisorGenerations Wealth, Llc Sep 2015 - Sep 2023Mason, OhGenerations Wealth is an independent multi-family office that provides ultra high-net-worth families with personalized and holistic solutions to grow, protect and transfer wealth. As our clients' trusted advisor, we serve as a single point-of-contact for all financial needs - including tax planning, managing investments and estate planning. Ultimately, we simplify our clients' lives, giving them peace of mind. Ashley has been with Generations Wealth since 2015 and is an Advisor… Show more Generations Wealth is an independent multi-family office that provides ultra high-net-worth families with personalized and holistic solutions to grow, protect and transfer wealth. As our clients' trusted advisor, we serve as a single point-of-contact for all financial needs - including tax planning, managing investments and estate planning. Ultimately, we simplify our clients' lives, giving them peace of mind. Ashley has been with Generations Wealth since 2015 and is an Advisor to our Family Office clients. With nearly two decades of experience working with affluent families, she has expertise in relationship management, acting as a quarterback for our clients and their advisors. Ashley is passionate about simplifying complexities and delivering high-touch, white-glove service. Her approach is grounded in a deep commitment to truly seeing and hearing people.Generations Wealth is registered and regulated by the U.S. Securities and Exchange Commission (SEC) and serves clients nationwide. Show less
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Private Banker And Bank OfficerFifth Third Private Bank Mar 2013 - Jul 2015Cincinnati, Ohio AreaOur mission is to simplify financial complexity for our affluent clients by challenging and collaborating with them to articulate and achieve their goals. We do this by creating teams of highly credentialed specialists that offer personalized wealth planning, investment, private banking, risk management and trust services. These services are tailored to the needs of each client and address the unique and complex financial needs of High Net Worth individuals with more than $1MM in investable… Show more Our mission is to simplify financial complexity for our affluent clients by challenging and collaborating with them to articulate and achieve their goals. We do this by creating teams of highly credentialed specialists that offer personalized wealth planning, investment, private banking, risk management and trust services. These services are tailored to the needs of each client and address the unique and complex financial needs of High Net Worth individuals with more than $1MM in investable assets. As a Private Banker, I serve on this team of advisors as the banking specialist. I use lending and credit expertise to deliver sophisticated credit solutions best suited to meet our client’s objectives (e.g. stock option financing, unique assets, customized loans, legal or medical practice financing, liquidity management strategies, etc.). Show less -
Securities Licensed Sales Associate - Investment Advisors GroupFifth Third Securities Jul 2007 - Mar 2013Cincinnati, Ohio AreaI worked alongside a top-performing Wealth Management Advisor to develop new relationships with High Net Worth (1MM+) individuals and to maintain current HNW relationships by providing superior service. We simplify financial complexity by helping our clients to articulate and achieve their financial goals. In this role I assisted in managing one of the largest books of business in our division, executed investment orders on behalf of our clients, produced portfolio reports, researched… Show more I worked alongside a top-performing Wealth Management Advisor to develop new relationships with High Net Worth (1MM+) individuals and to maintain current HNW relationships by providing superior service. We simplify financial complexity by helping our clients to articulate and achieve their financial goals. In this role I assisted in managing one of the largest books of business in our division, executed investment orders on behalf of our clients, produced portfolio reports, researched investments, and assisted our clients with some of the financial and personal matters that many High Net Worth families face, for example, managing payroll setup and biweekly payroll for household employees of our clients through Paycor. Show less
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Broadcast News Production AssociateWkrc-Tv Local 12 News Nov 2006 - Jul 2007I was involved in all stages of the production process, from pre-production through to post-production and transmission, for the Local12 Evening News Broadcast - Cincinnati’s CBS affiliate. This role is technical, creative and administrative. I supervised setup and operation of production equipment, helped plan program format, researched and organized the production and distribution of scripts, and maintained production records. I worked closely with the producer, director and production team… Show more I was involved in all stages of the production process, from pre-production through to post-production and transmission, for the Local12 Evening News Broadcast - Cincinnati’s CBS affiliate. This role is technical, creative and administrative. I supervised setup and operation of production equipment, helped plan program format, researched and organized the production and distribution of scripts, and maintained production records. I worked closely with the producer, director and production team to ensure production ran smoothly, acted as a liaison between anchors, writers, sound and camera crew, and assisted the producer by calling shots in the studio, doing timings, and with other general assistance. Show less -
Promotions And Pr AssociateWakw Radio - Star 93.3 Fm May 2006 - Dec 2006I worked closely with the head of Public Relations in the planning and execution of major station events, concerts, fund-raisers and drives. I interacted frequently with listeners, sponsers and event attendees to market the radio station and its brand in a positive way. I added great value by creating, developing and managing an ongoing E-mail commucation system for the station where, for the first time, their station members could recieve a monthly newsletter electronically. I assisted with… Show more I worked closely with the head of Public Relations in the planning and execution of major station events, concerts, fund-raisers and drives. I interacted frequently with listeners, sponsers and event attendees to market the radio station and its brand in a positive way. I added great value by creating, developing and managing an ongoing E-mail commucation system for the station where, for the first time, their station members could recieve a monthly newsletter electronically. I assisted with prize organization, distribution and other activities to ensure a smooth and successful event, and I aided in the development and presentation of proposals to secure local sponsorships and donor memberships. Show less
Ashley Huxel Skills
Ashley Huxel Education Details
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International And Intercultural Communication -
Executive Certificate In Financial Planning -
Broadcast Communications & Cross-Cultural Studies
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Princeton High School
Frequently Asked Questions about Ashley Huxel
What company does Ashley Huxel work for?
Ashley Huxel works for Generations Wealth, Llc
What is Ashley Huxel's role at the current company?
Ashley Huxel's current role is Senior Wealth Advisor at Generations Wealth LLC.
What is Ashley Huxel's email address?
Ashley Huxel's email address is as****@****ora.com
What is Ashley Huxel's direct phone number?
Ashley Huxel's direct phone number is +151366*****
What schools did Ashley Huxel attend?
Ashley Huxel attended Liberty University, Xavier University, Liberty University, Princeton High School.
What are some of Ashley Huxel's interests?
Ashley Huxel has interest in Social Services, Children, Education, Poverty Alleviation, Disaster And Humanitarian Relief, Human Rights, Animal Welfare, Arts And Culture.
What skills is Ashley Huxel known for?
Ashley Huxel has skills like Wealth Management, Investments, Banking, Finance, Series 7, Customer Service, Financial Services, Securities, Public Speaking, Social Media, Public Relations, Retirement Planning.
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