Senior Client Service Associate
Ashlee has over 15 years of experience in financial services & wealth management including positions with Stifel and Morgan Keegan (now Raymond James). She serves as AMG's lead cashier while also supporting the team's back-office & administrative functions including account maintenance, compliance, data management, and assisting the advisory team.
Ashlee joins AMG after maternity leave for the birth of her second child. Drawing on over 15 years of experience in financial services & wealth management, she focuses on delivering exceptional client experiences while providing the team a strong attention to detail. Ashlee's portfolio of industry experience 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 Bachelors 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.