Ashley approaches her work with a no-nonsense, ‘dig in and get it done’ confidence. Her positive attitude and willingness to tackle any task make her a valuable part of our team.
EWM since 2018
Ashley Winters has worked within the financial industry for almost 8 years, holding positions in both operations and sales. She has extensive experience working with financial advisors and clients to onboard and service their accounts. In the three years prior to joining EWM, she spent most of her time traveling around the country to broker dealer and RIA conferences, holding meetings and building relationships with multiple advisors. Ashley is currently pursuing a degree in Economics from UC Berkeley.
When she is not working, you can find Ashley running, hiking, snowboarding and eating tacos.
Subscribe to Our Wealth Management News Summary
Receive our occasional newsletter, and unsubscribe any time.