ASHLEY E.H. SCOTT, CFP®

Client Relationship Manager and Compliance Manager
248-689-1550

Ashley has worked in the Insurance and Financial Services industry since she graduated from Davenport University in 2013, with her Bachelor's Degree in Marketing. Since then, she has attained the CERTIFIED FINANCIAL PLANNER™ certification. She enjoys working with Advisors to understand and serve each client's needs and providing a personalized experience. Prior to joining Portfolio Solutions®, Ashley worked as an Office Coordinator at a financial advisory firm in Troy, Michigan, where she had also obtained her National Life and Health Insurance Producer license in addition to the Series 65 license.

Areas of Experience:
  • Investment Guidance
  • Retirement Planning
  • Retirement Distribution Planning
  • Client Relationship Management
  • Account Distributions and Contributions
  • Account Openings and Transfers
  • Cash Requests
  • Required Minimum Distributions
  • Financial Industry Operations