Ryan Ashley, CFP®

Designations

• CERTIFIED FINANCIAL PLANNER^® professional¹

Work Experience

• Solid track record of partnering with individuals, families, and organizations to develop and execute personalized financial strategies that align with each client’s goals and values
• Since joining MAI in 2017, he has been instrumental in guiding clients through the complexities of financial planning and investment management
• Prior to joining MAI, Ryan’s career included roles as a Wealth Management Advisor at TIAA, a Financial Consultant at Fidelity Investments in New York City, a Portfolio Specialist with Fidelity Portfolio Advisory Services in Jacksonville, FL, and a Financial Advisor at Edward Jones Investments, also in Jacksonville, FL

Life Outside of MAI 

• Active volunteer with River City Theatre and an engaged member of The Episcopal Church of the Good Shepherd in Jacksonville, FL, demonstrating a strong commitment to community service and leadership

Education

• University of North Carolina, BM in Music
• University of Oklahoma, Master of Music
• New York University, Certificate in Financial Planning

¹Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.