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 opening, transfers, changing asset allocations provided by the firm’s advisors, and ongoing client service requests. Ashley is usually a prospective client’s third point of contact and is our onboarding specialist. She also assists our IT folks as needs arise since so much of what we do in these modern times involves IT-based services. Ashley helps lead our Monday operations meetings with her unique problem-solving abilities and innovative ideas.