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Ashley began at Morgan Stanley in 2010, and has dedicated her career to helping individuals, families, and businesses achieve and maintain their financial success. Ashley accomplished not only the designation of a CERTIFIED FINANCIAL PLANNER™, but she also worked to achieve her Certified Divorce Financial Analyst® designation to advocate for divorcing clients. Ashley also earned the accreditation for Portfolio Manager at Morgan Stanley.
Ashley prides herself in providing thorough and prudent financial advice and looks to build meaningful, long lasting relationships based upon integrity, trust, and full transparency. She focuses on assisting her clients in creating a comprehensive wealth planning strategy for their life and legacy. Ashley helps clients understand how their financial decisions made today can impact their financial future.
Ashley’s relationship with a client begins by identifying their values and concerns. From there, Ashley reviews the client’s assets and liabilities and examines what must be done to help achieve their goals. Once the financial plan is in place, she continues to monitor the strategy to determine whether the client is on track or adjustments need to be made. Ashley is accustomed to working alongside her clients’ accountants and attorneys to build tax efficient strategies and confirm estate planning tactics are in place.
Ashley began partnering with First Vice President, Rocco Totino, in 2016. They created The Madison Square Group at Morgan Stanley, to help ensure they give every client exceptional client service.
Personal Background:
Ashley grew up in Glen Rock, New Jersey until she went to Manhattan College where she received her Bachelor’s Degree. Ashley then moved to Westchester, New York and currently resides in Rye. In her free time, she enjoys traveling, snowboarding, yoga and getting involved in animal rescue.
Ashley prides herself in providing thorough and prudent financial advice and looks to build meaningful, long lasting relationships based upon integrity, trust, and full transparency. She focuses on assisting her clients in creating a comprehensive wealth planning strategy for their life and legacy. Ashley helps clients understand how their financial decisions made today can impact their financial future.
Ashley’s relationship with a client begins by identifying their values and concerns. From there, Ashley reviews the client’s assets and liabilities and examines what must be done to help achieve their goals. Once the financial plan is in place, she continues to monitor the strategy to determine whether the client is on track or adjustments need to be made. Ashley is accustomed to working alongside her clients’ accountants and attorneys to build tax efficient strategies and confirm estate planning tactics are in place.
Ashley began partnering with First Vice President, Rocco Totino, in 2016. They created The Madison Square Group at Morgan Stanley, to help ensure they give every client exceptional client service.
Personal Background:
Ashley grew up in Glen Rock, New Jersey until she went to Manhattan College where she received her Bachelor’s Degree. Ashley then moved to Westchester, New York and currently resides in Rye. In her free time, she enjoys traveling, snowboarding, yoga and getting involved in animal rescue.