As a financial planner and member of the Wealth Strategies team in the Charleston office, Ashley brings his extensive knowledge of tax and estate laws to help multi generations of high-net-worth families pursue sophisticated strategies intended to help accomplish their personal, business, and philanthropic goals. He offers expertise in succession planning, exit strategies, and the structuring of ownership interests to help families achieve pertinent legacy-planning objectives.
Prior to joining Diversified Trust, Ashley served as Senior Vice President and Private Client Advisor at Bank of America Private Bank (U.S. Trust). Before that he was a partner and certified public accountant with Thiem & McCutcheon, CPAs, and financial planner at Paraklete Financial, Inc.
Ashley received his B.B.A. in Accounting from the University of Georgia and his M.B.A from Charleston Southern University. With deep roots in the Lowcountry, Ashley is passionate about assisting local community organizations. He previously was Chair of the Porter-Gaud Alumni Association, Roper St. Francis Foundation Fellows Program, and the SCACPA Young CPAs Leadership Cabinet. He has also served on the University of Georgia’s Terry College of Business Young Alumni Board and the SCACPA Board of Directors. Professionally, Ashley is a member of the American Institute of Certified Public Accountants and the South Carolina Association of Certified Public Accountants.