Client Associate
Ashley joined UBS as a Registered Client Associate in 2022 and works with Eric in addressing the wealth management needs of our clients. She takes pride in the level of service she brings to clients and their families through all aspects of their financial lives. Ashley began her career in Financial Services at Fidelity Investments as a Client Associate. She graduated with honors from Elon University, where she received a Bachelor of Science degree double majoring in Finance and International Business. Ashley lives in downtown Boston but spends most of her time on Cape Cod where her family resides. In her free time, she enjoys going to the beach, attending spin class, and travelling internationally. Ashley is FINRA registered and holds the Series 7 and 63 securities licenses. She is working towards earning additional licenses and designations to expand her expertise.
Education
Client Associate
Ashley joined UBS as a Registered Client Associate in 2022 and works with Eric in addressing the wealth management needs of our clients. She takes pride in the level of service she brings to clients and their families through all aspects of their financial lives. Ashley began her career in Financial Services at Fidelity Investments as a Client Associate. She graduated with honors from Elon University, where she received a Bachelor of Science degree double majoring in Finance and International Business. Ashley lives in downtown Boston but spends most of her time on Cape Cod where her family resides. In her free time, she enjoys going to the beach, attending spin class, and travelling internationally. Ashley is FINRA registered and holds the Series 7 and 63 securities licenses. She is working towards earning additional licenses and designations to expand her expertise.
Education
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
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