Westlake Private Wealth Management

CONNECT

Address:

200 N. WESTLAKE BLVD., SUITE 202
Westlake Village, CA 91362

Phone:

818-436-6800

Fax/Other:

818-436-6804

Ashley Smith, CFP®

Ashley Smith, CFP®

Registered Client Service Associate

Professional Details

  • Six years investment and banking industry experience
  • BA, Interpersonal Communications - Pepperdine University
  • Affiliated with Wells Fargo Advisors Financial Network since 2014
  • Formerly Operations Supervisor with Wells Fargo Bank
  • Certified Financial Planner™ professional, Series 7 & 66 registrations, Notary Public

 

Ashley has been in the investment and banking industry since 2011, joining Westlake Private Wealth Management after three years as Operations Supervisor with our affiliate, Wells Fargo Bank.  At Westlake PWM, Ashley runs the day-to-day operations and handles all administrative aspects of the business, assists with client relationship management, and accesses banking and lending services through Wells Fargo affiliates.  Ashley carries the prominent Certified Financial Planner™ professional designation, and concentrates her efforts with the Wells Fargo Advisors Envision® planning process. 

Ashley earned her Bachelor of Arts Degree in Interpersonal Communication at Pepperdine University in 2011.  In her free time, Ashley spends time with family and her dog Packer, enjoys all sports and travels extensively with her husband Scott.

Phone 818-436-6800
Fax 818-436-6804

[[Member Agent]] is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent insurance companies in the states of [[agent states in which licensed]]. No insurance business may be conducted outside of these states referenced.

[[Member Agent]] is a Financial Advisor offering investment advisory services through Eagle Strategies, LLC, A Registered Investment Adviser, in the states of [[agent states in which licensed]]. As such, these services are strictly intended for individuals residing in the states referenced.

[[Member Agent]] is a Registered Representative of and offers securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the states of [[agent states in which licensed]]. No offers may be made or accepted from any resident outside the specific states referenced.

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