1 week ago
Boston Advisors Sells Wealth Management Business to CAPTRUST
Boston-based firm added to CAPTRUST’s growing national wealth management...
- With CAPTRUST Since 2017
- 813.218.5015
-
400 North Tampa Street,
Suite 1800
Tampa, FL 33602
Ashley May
Manager,
Performance Reporting
- Brandon, FL
- To Kill a Mockingbird | Good Will Hunting
- If you can’t make them see the light, make them feel the heat.
- Honesty, humor, and humility
Financial Advisors
Ashley is a retirement plan advisor who works out of the Tampa, FL office.
Ashley joined CapTrust Advisors in Tampa in 2004. She became part of CAPTRUST in 2017, when CapTrust Advisors joined CAPTRUST. Ashley is currently a manager, performance reporting responsible for generating detailed quarterly reports for fiduciaries of corporate retirement plans, as well as comprehensive wealth management services to high-net-worth individuals. Ashley has worked in the industry since 2004.
Education
- Bachelor of Science degree in finance from the University of South Florida
News & Resources
Announcements
Resources
3 weeks ago
A Measured Plan Has the Upper Hand
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Retirement Plans
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Execute a Foolproof Retirement Plan Advisor RFP
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Announcements
2 months ago
South Texas Money Management Announces Plans to Join CAPTRUST
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Wealth Management
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Anxious August
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Retirement Plans
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Fiduciary Update | August 2019
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Wealth Management
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Investment Strategy | July 2019
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Wealth Management
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VESTED Magazine
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Mission for Nutrition
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