Ashley M Pritchett
Financial Advising
Why pick this one
Ashley M Pritchett holds the CEPA® designation and focuses on business owners, estate strategies, retirement savings, and intergenerational planning.
Best for
- Business owners seeking exit planning
- Women investors seeking financial advising
- Clients planning estates and legacies
- Retirement savings planning
- Intergenerational wealth planning
- Clients with $250,000 or more to invest
Look elsewhere if
- Clients planning to invest less than $250,000
Specialties
- Women investor strategies
- Estate and legacy strategies
- Entrepreneur and business owner strategies
- Wealth strategies
- Retirement savings strategies
- Intergenerational planning
Certifications
- Certified Exit Planning Advisor (CEPA®)
- Financial Paraplanner Qualified Professional (FPQP®)
What makes them different
- Accepting new clients
- Serving clients with $250,000 plus
- CEPA® Certified Exit Planning Advisor® designation
- Focus areas include entrepreneurs and business owners, estate and legacy strategies, and intergenerational planning
- Web conferencing available
Distilled from this business's own website.
Contact & Location
- Address
- 3750 Admiral Dr Suite 103, High Point, NC 27265
- Phone
- +13368037253
- Website
- http://www.edwardjones.com/Ashley-Pritchett
- ashley.pritchett@edwardjones.com
Services
- Financial advising
- Retirement planning
- Estate and legacy planning
- Wealth planning
- Exit planning
- Investment account services