Financial Planning Consultant
Location: Worcester Office
Grounded in Relationships, Driven by Purpose
Ashley joined Bartholomew & Company in 2015 after honing her analytical and problem-solving skills as a research associate at Massachusetts General Hospital. Starting out as an apprentice for Tom Bartholomew, Ashley quickly built her knowledge of the financial planning business, and, today, she leads the firm’s growing Financial Planning department. In this role, Ashley works with all Bartholomew & Company advisors to create and implement financial plans through RightCapital, a leading-edge, next-generation financial and tax planning software providing clients with actionable advice.
Ashley holds FINRA Series 7 and 66 securities registrations as a Registered Representative and an Investment Adviser Representative of Commonwealth Financial Network®. She earned the Accredited Investment Fiduciary® professional designation from Fi360, and she has received formal training in investment fiduciary responsibility. She holds a BA in biology from Assumption College.
Outside the office, Ashley enjoys cooking and spending time with family and friends.