Michelle Ash Email & Phone Number
Sr Wealth Advisor and Shareholder @ Mercer Advisors
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Michelle Ash Location
- Jacksonville, FL, US
Michelle Ash Work
- Sr Wealth Advisor and Shareholder @ (December 2023 - Present)
- Managing Partner @ (July 2008 - November 2023)
- Financial Advisor @ (January 2004 - January 2008)
- Registered Representative @ (January 2002 - January 2004)
- Assistant to District Manager @ (January 1998 - January 2002)
Michelle Ash Education
- The American College
Master of Science in Financial Services (MSFS) (Legacy Planning & Charitable Giving)
2016-2020 - The American College
Retirement Income Certified Professional (RICP)
2015-2015 - The American College
Chartered Advisor for Senior Living (CASL)
2012-2012 - Florida State College at Jacksonville
(CERTIFIED FINANCIAL PLANNERâ„¢ educational courses)
2004-2005 - University of Louisville
Bachelor of Arts (Spanish, Business)
1991-1995
Michelle Ash Skills
- Finance
- Insurance
- Sales
- Investments
- BLS
- Healthcare
- Investment Advisory
- Retirement Planning
- Estate Planning
- Series 7
- Mutual Funds
- Strategic Financial Planning
- Public Speaking
- Time Management
- Microsoft Word
- Leadership
- Tax
- Small Business
- Portfolio Management
- Microsoft Excel
- Financial Planners
- Entrepreneurship
- Financial Advisory
- Financial Analysis
- Financial Services
- Trusts
- Long Term Care
- Retirement
- Training
- Wealth
- Strategy
- Wealth Management
Michelle Ash Summary
- Michelle Ash, based in Jacksonville, FL, US, is currently a Sr Wealth Advisor and Shareholder at Mercer Advisors. Michelle Ash brings experience from previous roles at PARAGON Wealth Strategies, LLC, The Householder Group, First Command Financial Planning and First Command Financial Services. Michelle Ash holds a 2016 - 2020 Master of Science in Financial Services (MSFS) in Legacy Planning & Charitable Giving @ The American College. With a robust skill set that includes Finance, Insurance, Sales, Investments, BLS and more. Michelle Ash has 3 emails and 1 mobile phone numbers on RocketReach.
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