Expertise
Ashley joined Baird in 2014 and has over 20 years of experience in the financial services industry. In her role as a Senior Client Specialist for The Ladd Bales Group, she implements custom investment models, assists with financial planning and 401k rollovers, oversees account administration, and provides technology support along with other Client Service items.
Background
Prior to joining Baird, Ashley spent ten years as a Senior Client Assistant and Officer with Wells Fargo Advisors (formerly A. G. Edwards), and two years as an Equity Trading Administrator with NFJ Investment Group. Committed to building her knowledge of the industry, Ashley has earned the FINRA Series 7 and 66 registrations as well as a General Lines, Life, Accident, Health and HMO insurance license. Ashley is also a past member, and Chairperson, of Baird’s Registered Assistant Advisory Council (RAAC). As a member of this council, Ashley served as a communication liaison for all client specialists to advocate change, best practices, and professional development throughout the firm.
Community Involvement
Ashley and her son Liam live in the Lake Highlands area of Dallas, where she is a member of the Lake Highlands High School PTA and a past instructor for Junior Achievement USA. When she's not messing around planting flowers, Ashley enjoys traveling, New Orleans Saints football and attempting to tap dance.