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

2023 - now Sr Wealth Advisor and Shareholder @ Mercer Advisors
2008 - 2023 Managing Partner @ PARAGON Wealth Strategies, LLC
2004 - 2008 Financial Advisor @ Join Householder Group Estate & Retirement Specialists, LLC

2002 - 2004 Registered Representative @ First Command Financial Services, Inc.
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1998 - 2002 Assistant to District Manager @ First Command Financial Services, Inc.

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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 PLANNER™ educational courses)
2004 - 2005
University of Louisville
Bachelor of Arts (Spanish, Business)
1991 - 1995

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Michelle Ash Skills

Finance
Insurance
Sales

Investments
BLS
Healthcare
Investment Advisory
Retirement Planning
Estate Planning
Series 7

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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 2 emails and 1 mobile phone numbers on RocketReach.

Michelle Ash Emails

Found 2 emails

Michelle Ash Phone Numbers

Found 3 phone numbers

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Anthony Santaularia

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