Ashley Rey, Cfp®, Cdfa®

Ashley Rey, Cfp®, Cdfa® Email and Phone Number

Partner at Rey Financial Group, LLC @ Rey Financial Group, LLC
short hills, new jersey, united states
Ashley Rey, Cfp®, Cdfa®'s Location
New York City Metropolitan Area, United States
Ashley Rey, Cfp®, Cdfa®'s Contact Details

Ashley Rey, Cfp®, Cdfa® work email

Ashley Rey, Cfp®, Cdfa® personal email

About Ashley Rey, Cfp®, Cdfa®

Send me a message with any thoughts & questions on your mind. For more information, visit our website: www.ReyFinancialGroup.comAs a CFP® professional, I focus on developing goal-based investment strategies for the Rey Financial Group’s high net worth clients. That all starts with listening to our clients’ unique needs & values. To me, knowledge is power & with that knowledge, I am not only committed, but also passionate in helping our clients achieve their short-term & long-term financial goals. As a CDFA® professional, I help our clients & their attorney recognize how the financial choices they make today will affect their financial future.As a child, I watched my father go to work each day with a passion for what he did. Coupled with my natural interest in finance, I graduated from Vassar College with a BA in Economics. There, I was the captain of Vassar's Women's Field Hockey & Lacrosse teams. I currently hold the following designations:Securities: Series 7 & 66 registrationInsurance: Life, Health, Annuities, Variable, & Long-Term CarePlanning: CERTIFIED FINANCIAL PLANNER™Family: Certified Divorce Financial Analyst®Outside work, I am an avid member of NJ Audubon (NJA) & former Chair of their Board. I am also a LeadNJ alumnus & volunteer with various organizations as my time allows. Because of my commitment & dedication to our community, I was a repetitive recipient of Wells Fargo’s Volunteer Service Award. I also enjoy hiking/birding, reading, & spending time with family & friends. I am a proud mother of two, three including our rescue pup, Ruby.The use of the CDFA® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.This information is intended for use by residents of CA, CO, CT, DE, FL, GA, IL, KS, MA, MD, ME, MN, MO, NC, NJ, NY, OR, PA, SC, TX, and VA only.CA Insurance License Number: 4273304Resident State NJ/*********/Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.Opinions and comments expressed by Social Network Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Additional guidelines can be found on www.wellsfargoadvisors.com/social.

Ashley Rey, Cfp®, Cdfa®'s Current Company Details
Rey Financial Group, LLC

Rey Financial Group, Llc

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Partner at Rey Financial Group, LLC
short hills, new jersey, united states
Employees:
3
Ashley Rey, Cfp®, Cdfa® Work Experience Details
  • Rey Financial Group, Llc
    Partner
    Rey Financial Group, Llc Mar 2019 - Present
    Short Hills Nj
  • Rey Financial Group Of Wells Fargo Advisors
    Associate Vice President - Investments
    Rey Financial Group Of Wells Fargo Advisors Apr 2015 - Feb 2019
    51 John F Kennedy Parkway, Fl 4, Short Hills Nj 07078
  • Rey Financial Group Of Wells Fargo Advisors
    Financial Advisor
    Rey Financial Group Of Wells Fargo Advisors Aug 2010 - Apr 2015
  • Canterbury English
    Business English Teacher In Madrid
    Canterbury English Sep 2009 - Jul 2010
  • Wells Fargo Advisors
    Financial Assistant
    Wells Fargo Advisors Jun 2009 - Aug 2009
  • Goldman Sachs
    Financial Analyst
    Goldman Sachs Jun 2008 - Aug 2008
  • Stern & Kilcullen
    Law Clerk
    Stern & Kilcullen Jun 2007 - Aug 2007

Ashley Rey, Cfp®, Cdfa® Skills

Investments Public Speaking Social Media Finance Mutual Funds Securities Research Retirement Retirement Planning Equities Insurance Asset Allocation Marketing Nonprofits Investment Strategies Financial Advisory Microsoft Office Microsoft Excel Time Management Management Leadership Coaching Tax

Ashley Rey, Cfp®, Cdfa® Education Details

Frequently Asked Questions about Ashley Rey, Cfp®, Cdfa®

What company does Ashley Rey, Cfp®, Cdfa® work for?

Ashley Rey, Cfp®, Cdfa® works for Rey Financial Group, Llc

What is Ashley Rey, Cfp®, Cdfa®'s role at the current company?

Ashley Rey, Cfp®, Cdfa®'s current role is Partner at Rey Financial Group, LLC.

What is Ashley Rey, Cfp®, Cdfa®'s email address?

Ashley Rey, Cfp®, Cdfa®'s email address is as****@****ail.com

What schools did Ashley Rey, Cfp®, Cdfa® attend?

Ashley Rey, Cfp®, Cdfa® attended Vassar College, Cranford High School.

What are some of Ashley Rey, Cfp®, Cdfa®'s interests?

Ashley Rey, Cfp®, Cdfa® has interest in Bird Watching, Children, Skiing, Coaching, Economic Empowerment, Travelling, Environment, Education, Hiking, Horseback Riding.

What skills is Ashley Rey, Cfp®, Cdfa® known for?

Ashley Rey, Cfp®, Cdfa® has skills like Investments, Public Speaking, Social Media, Finance, Mutual Funds, Securities, Research, Retirement, Retirement Planning, Equities, Insurance, Asset Allocation.

Who are Ashley Rey, Cfp®, Cdfa®'s colleagues?

Ashley Rey, Cfp®, Cdfa®'s colleagues are Helena Madrawski, Manuel Rey, Marisol Fontanez.

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