Ashley Huxel Email & Phone Number

Mason, Ohio, United States

Mason, Oh

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… 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

Cincinnati, Ohio Area

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… 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

Cincinnati, Ohio Area

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… 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

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… 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

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… 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

Bachelor Of Arts - Ba, International And Intercultural Communication

Executive Certificate In Financial Planning

Completed Xavier University's Executive Certificate in Financial Planning Program from Sept 2011-May 2012.

B.S., Broadcast Communications & Cross-Cultural Studies

Education record