|
AFS Family Office
|
About Us
P Jill Ashley, President of Ashley Financial Services, PA, CPA
- 1984: B.S. in Communications (Journalism, Advertising, Public Relations) - working in accounting function in family business including retail, and commercial real estate development and leasing
- 1990: B.A. Accounting / Business - working for large local public accounting firm
- 1992: CPA license - managing branch office of public accounting firm
- 1995: Established independent CPA firm and began transition into holistic financial planning practice
- 1998: NASD Series 65 license and joined independent CPA/RIA network to access institutional-level asset management platform
- 2002: Reduced private client base, relocated, and converted business model to include virtual office technologies, serving boutique niche “Serving Families & their Businesses in All Things Financial”
- 2004: Added services for writing and editing financial articles and providing strategic business development services to peer RIA firms - spin-off separate corporation for this business in 2006 (Banana Lake Corporate Communications Inc.)
- 2005: FL Insurance licensed for Life and Health lines
- 2007: Wharton School of Business, Executive Education certificate, “Investment Strategies and Portfolio Management”
- 2010: Refined business model providing "Private Wealth Management for Families and Their Businesses" and assumed full discretionary authority over clients' accounts.
- 2011: Established Ashley Capital Management, a division of AFS, to assist independent CPA/RIA firms in managing assets for their clients.
The AFS organizational structure models today’s smart architecture - gleaning expertise from a
variety of professionals for best in class legal, trust, pension, tax, business, asset management
and administrative services.
Frank M Ashley, III serves as Chief Investment Officer of Ashley Financial Services, PA, CPA
|
