Ashley Michelli

Ashley graduated summa cum laude from Louisiana College with a bachelor’s degree. She joined our team in 2019 and has served many different roles in our firm. Her current role involves managing all client service responsibilities, such as new account openings, transfers, changing asset allocations provided by the firm’s advisors, and ongoing client service requests. While she is often a prospective client’s third point of contact during onboarding, Ashley becomes the go-to contact for most clients once they’ve joined the firm. She also serves as our lead data analyst, providing reporting and insights that help inform firm strategy and improve client outcomes.