Ashlee serves as AMG's lead cashier while also supporting the team's back-office and administrative functions including account maintenance, compliance, data management, and assisting the advisory team.
Drawing on over 15 years of experience in financial services & wealth management, Ashlee’s background in financial services & wealth management includes a support role with Morgan Keegan (now Raymond James) as a Client Service Associate and a prominent role with Stifel where she managed and developed branch policies & procedures. In addition to maintaining several industry licenses, Ashlee holds a Bachelor in Business Administration from Illinois State University.
When not working, Ashlee enjoys spending time with her husband and their two children, as well as running and reading.