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Ashley N. Woods

Financial Planner

Ashley joined E3 in 2013, where she works with individuals and families to provide personalized, comprehensive financial planning services, including guidance on investment strategies, retirement, college savings, tax planning, estate planning, and risk management. For the previous ten years, she worked in financial planning firms in Wellesley and Newton. She also has prior experience in business strategy consulting and trust administration.

Ashley grew up in Tennessee, went to college in Vermont, and eventually moved to the Boston area in 2003. She currently lives in Natick with her husband, Tom, and her cat, Katie. In her free time, Ashley enjoys yoga, running, and spending time outside – especially at the beach. Her other hobbies include learning to play golf, gardening, and cooking.

EDUCATION

  • Middlebury College, Magna Cum Laude, BA in Economics/German, Phi Beta Kappa

CREDENTIALS

  • FINRA Uniform Combined State Law Examination (Series 66)
  • FINRA General Securities Representatives (Series 7)
  • Investment Adviser Representative of Commonwealth Financial Network®

Contact Ashley