Overview
Ashlea Ayer is a Wealth Advisor at Kaufman Rossin Wealth. She cares deeply about providing wealth management and financial planning services to her clients to achieve their personal goals and objectives.
Ashlea has nearly 20 years of experience in the financial services industry working with high-net-worth individuals, families, and business owners. She is a CERTIFIED FINANCIAL PLANNER® practitioner, the standard for financial planning.
She engages closely with clients to best understand their unique circumstances, goals, and priorities to design strategic financial strategies aimed at growing, preserving, and managing their wealth effectively.
Prior to joining Kaufman Rossin, Ashlea was a Wealth Advisor at Truist (and its predecessor, SunTrust Bank). In this role, she not only delivered financial planning and wealth management services, but also provided risk management solutions, advised on estate planning issues and provided guidance on debt management to her high-net-worth clients.
She also holds a Florida 2-15 Life, Health and Variable Annuities Agent license and a Series 7, 65 & 63 license.
Ashlea earned her Bachelor of Science in Finance from the University of Florida.
Note: Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Education
Bachelor of Science, Finance, University of Florida
