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 supports the team's back-office & administrative functions including compliance procedures, account maintenance, and data management, while assisting the advisory team as needed.
Ashlee joins AMG after a two-year 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 multiple 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.