Ashley J. Scher, CFP®
Senior Wealth Manager, Insurance Specialist
Ashley graduated with honours from Washington University in St. Louis. She has Series 7, 63, 65 and Life, Accident and Health licenses in the US. Ashley also obtained her CERTIFIED FINANCIAL PLANNER® designation in the US in 2011 and completed her Diploma in Regulated Financial Planning in the UK in 2012. She recently completed her MBA at the University of Warwick.
Ashley brings a solid financial planning background to her work with her clients and takes them through a bespoke, ongoing wealth planning process. She also oversees the ongoing operational aspects of the business, ensuring new and existing accounts are serviced in an expeditious manner and serving as a key client liaison. Additionally, Ashley is the Insurance Specialist within the firm and has strong knowledge of cross-border protection planning. She is also on the firm’s wealth planning committee.
In her spare time…
Having two young daughters, weekends are Ashley’s family time. After the bustle of the week, she likes to have low-key time enjoying the children. She loves to travel, cook and garden.