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Ashley Webb

Advisor at Kingswood Wealth Advisors, LLC

Updated today

Location

Griffin, GA

Credentials

Series 66

Industry experience

9 years

About

Ashley Webb is a financial advisor at Kingswood Wealth Advisors, LLC with nine years of industry experience. She holds a Series 66 designation and has worked at firms including Kingswood Capital Partners, Benchmark Investments, American Global Wealth Management, Cape Securities, and Americas Executions. Outside of her advisory role, she serves on the board of A Friend's House, a local non-profit group home for minors, and coaches varsity girls soccer. Kingswood Wealth Advisors serves a diverse client base including individuals, corporations, pension plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach tailored to clients' goals and risk tolerance, offering portfolio management, third-party manager oversight, ERISA plan consulting, and other financial services.

Client services

Based on Kingswood Wealth Advisors, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Hourly consulting

Expertise

Based on Kingswood Wealth Advisors, LLC

Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Kingswood Wealth Advisors, LLC

Founder/Business Owner Retired Executive

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Fee options

Fixed

Flat fees negotiated for administrative or consultation services, typically $100 to $3,000

Percentage

up to 2.5% annually (negotiable, varies by client and advisor)

Commissions

Certain financial advisors may receive commissions on sale of securities or insurance products separately from advisory fees

Project-based

Hourly fees up to $300/hour for financial consulting services

Other

Account minimum: $100,000 Minimum fee: $20 quarterly fee for accounts below $100,000 Fee-only: Flat fees typically range from $100 to $3,000 for financial consultation services; hourly rates up to $300/hour; institutional consulting fees range from $10,000 to $100,000 per project or annually

Location

Griffin, GA

Most active in

Georgia

Work history

Kingswood Wealth Advisors, LLC

2021 - Present (5 years)

Kingswood Capital Partners, LLC

2020 - Present (6 years)

Benchmark Investments, INC

2019 - Present (7 years)

American Global Wealth Management

2017 - 2019 (2 years)

Cape Securities, Inc.

2017 - 2019 (2 years)

Americas Executions, LLC

2016 - 2017 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Raymond B

CFP®, Series 63

Griffin, GA

Lifetime Strategies, LLC

Raymond Branton is a CFP® professional with eight years of experience in financial advising. He is the sole advisor at Lifetime Strategies, LLC and has been involved with the firm since 2003. In addition to his advisory role, he is a member and manager of Erwin and Branton, CPA's, LLC, a CPA firm where he dedicates a significant portion of his time. Lifetime Strategies, LLC provides personalized financial planning and investment management services to individuals and a variety of institutional clients, including pension plans, trusts, and charitable organizations. The firm employs a long-term, buy-and-hold investment approach, primarily using exchange-traded funds with a focus on asset allocation, diversification, and periodic rebalancing.

Private / alternative investments Real estate investing
user avatar

Gregory F

Series 66

Griffin, GA

Georgia Wealth Partners, LLC

Gregory Foster is a financial advisor at Georgia Wealth Partners, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at Georgia Wealth Partners since 2021, following five years at The Strategic Financial Alliance, Inc. Outside of his advisory role, Foster operates a freelance photography business. Georgia Wealth Partners provides portfolio management and financial planning services primarily for individual clients, charitable organizations, and state and municipal government entities. The firm employs a mix of fundamental, quantitative, technical, and modern portfolio theory analyses to construct long-term oriented portfolios, often using model portfolios and third-party managers on the SEI Private Trust platform.

Annuities Wealth management Founder/Business Owner
user avatar

Christopher P

Series 63, Series 65

Griffin, GA

Georgia Wealth Partners, LLC

Christopher Piland is a financial advisor with Georgia Wealth Partners, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. Prior to joining Georgia Wealth Partners in 2022, he spent 13 years at HBW Advisory Services LLC. Piland serves in the U.S. Army Reserve as a Brigadier General, a role he has held since 1989 involving project management duties. Georgia Wealth Partners provides portfolio management and financial planning services primarily to individual clients, charitable organizations, and state and municipal government entities. The firm employs a long-term investment approach using asset allocation, security selection, and third-party managers on the SEI Private Trust platform.

Annuities Wealth management Founder/Business Owner
user avatar

Donald C

Series 63, Series 65

Griffin, GA

Georgia Wealth Partners, LLC

Donald Crider Jr. is a financial advisor with Georgia Wealth Partners, LLC, holding Series 63 and 65 licenses and bringing 19 years of industry experience. He previously worked at The Strategic Financial Alliance, Inc. for 11 years before joining Georgia Wealth Partners in 2021. Crider serves as a board member managing the Endowment Foundation for the Flint River Council, BSA. Georgia Wealth Partners provides portfolio management and financial planning primarily for individual clients, charitable organizations, and state and municipal government clients. The firm employs a disciplined investment approach combining asset allocation and security selection, often utilizing model portfolios and third-party managers through the SEI Private Trust platform.

Annuities Wealth management Founder/Business Owner
user avatar

Corey L

Series 63, Series 65

Griffin, GA

Georgia Wealth Partners, LLC

Corey Letson is a financial advisor at Georgia Wealth Partners, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Georgia Wealth Partners and The Strategic Financial Alliance, Inc. He serves as a deacon and is a member of the Griffin Foundation Committee at First Baptist Church in Griffin, GA. Georgia Wealth Partners provides portfolio management and financial planning primarily for individual clients, charitable organizations, and state and municipal government clients. The firm employs asset allocation and security selection strategies informed by multiple analytical approaches and often uses model portfolios and third-party managers on the SEI Private Trust platform.

Annuities Wealth management Founder/Business Owner

Danny K

Series 63, Series 65

Griffin, GA

Summit Financial, LLC

Danny Kamal is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2009 following the firm's acquisition and has over 20 years of experience in the financial services industry. Danny and his team offer comprehensive wealth management services primarily to high-net-worth individuals, corporate executives, and business owners, focusing on integrating corporate benefit programs such as equity compensation and various retirement plans into long-term financial strategies. His practice emphasizes clients in the aviation and oil industries. Danny holds a Bachelor's degree from Bowling Green State University and has earned several professional credentials, including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He manages discretionary investment strategies that may include individual securities, Merrill Lynch model portfolios, and third-party solutions. Residing in Fayetteville, Georgia, Danny and his wife Holly have seven children. They volunteer with several charitable organizations, including Angel Flight. Danny is affiliated with Delta Airlines.

Wealth management Startup equity planning Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet)
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