Ashley Shehata's Location
Mooresville, NC, US
Ashley Shehata's Work
- Director of Client Services @ Beacon Capital Advisory Group
- Client Services Manager @ BluHawk Wealth Management
- Financial Consultant @ Wells Fargo Advisors
- Executive Assistant @ Wells Fargo Advisors
- Registered Sales Assistant @ Wells Fargo Advisors
Ashley Shehata's Education
- Queens University of Charlotte2011 - 2013
- St. Lawrence University
Bachelor of Science (Mathematics, Statistics)
2003 - 2007
Ashley Shehata's Skills
- Series 7
- Mutual Funds
- Investments
- Retirement Planning
- Series 63
- Financial Services
- Retirement
- Wealth Management
- Asset Management
- Strategic Financial Planning
Ashley Shehata's Summary
Ashley Shehata, based in Mooresville, NC, US, is currently a Director of Client Services at Beacon Capital Advisory Group, bringing experience from previous roles at Bluhawk Wealth Management and Wells Fargo Advisors. Ashley Shehata holds a 2011 - 2013 Queens University of Charlotte. With a robust skill set that includes Series 7, Mutual Funds, Investments, Retirement Planning, Series 63 and more, Ashley Shehata contributes valuable insights to the industry.
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