Ashley Morris, CFP®

Senior Associate

Ashley joined Keatley Wealth Management from a large investment management company where her primary role was relationship manager for clients with invested assets totaling 1.8 billion dollars. She is a graduate of Purdue University with a degree in Financial Counseling and Planning. While pursuing her undergraduate degree, she became a licensed insurance representative, providing customers with property and casualty insurance. These experiences solidified Ashley’s interest in a career in personal finance. Her desire to work in an environment that would uphold the highest ethical standards possible ultimately inspired her to transition into the more personalized environment at Keatley Wealth Management.

As a young child, Ashley’s parents taught her the value of saving, budgeting, investing, and tithing. She credits these early lessons for her passion for educating clients and providing them with best-in-class comprehensive financial planning services. Her continued commitment to a sales-free, client-focused experience led her to pursue the CFP® (CERTIFIED FINANCIAL PLANNER™) marks of distinction. In 2016, after nearly 6 years of study and rigorous preparation Ashley earned the CFP® designation.

Ashley lives on the Catawba River in Charlotte, North Carolina with her dog, Rory. She believes in giving back to the community by helping those less fortunate and is very involved in her church and bible study group. Ashley volunteers for the Pro Bono group of the Charlotte Financial Planning Association and The First Tee of Charlotte, an organization that teaches children core principles such as honesty, integrity, and perseverance through the game of golf. Ashley also serves as a CFP® Candidate Ambassador for individuals who are in the process of attaining the CFP designation and needing guidance. In her spare time, she enjoys playing golf and reading novels.

SUMMARY OF EDUCATION AND CREDENTIALS

  • BS- Financial Planning and Counseling, Purdue University
  • CFP®- CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL (www.CFP.net).

PROFESSIONAL AFFILIATIONS