Ashlee plays a vital role in ensuring the smooth operation of Integrated Wealth Solutions. She is responsible for bringing peace and efficiency to the administrative and organizational aspects of our practice by providing support and always aiming to go above and beyond to meet and ideally exceed our client’s expectations.
In addition to her client-facing responsibilities, Ashlee coordinates the establishment and maintenance of new and existing client accounts while ensuring compliance with industry registration requirements. Her attention to detail and meticulous approach help ensure that all paperwork and documentation are handled accurately and in a timely manner.
Ashlee's extensive experience in the financial industry began with Raymond James in 2006 in Augusta, Georgia. Having returned to her native Florida in 2019, she became an integral part of the IWS team in 2023. With 17 years of expertise in the industry, Ashlee brings valuable knowledge to the organization.
Outside of her professional commitments, Ashlee enjoys various activities during her free time. Her interests include reading, spending quality time with her family, and the company of her beloved Doodle, Murphy. Additionally, she takes pleasure in cheering for the UCF Knights!