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Ashley Mc Neely

Advisor at Hornor, Townsend & kent, LLC

Updated today

Location

Conshohocken, PA 19428

Credentials

Series 63, Series 66

Industry experience

3 years

About

Ashley Mc Neely is a financial advisor with Ameriprise in Trinidad, Colorado, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Ameriprise in 2025, Mc Neely worked at Charles Schwab and Cetera Advisors LLC. She is also involved with Certainty of the Uncertainty, LLC, where she manages an advisory business. Ameriprise offers retirement-income planning services primarily for clients with substantial investable assets, combining research and modeling to provide tax-efficient, customized recommendations through a centralized consulting team. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Client services

Based on Hornor, Townsend & kent, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Hornor, Townsend & kent, LLC

Business succession planning Wealth management

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Fee options

Fixed

Negotiated flat fees for Retirement Plan Consulting Services (RPCS) and financial planning/consulting engagements.

Commissions

Commissions received for securities transactions and insurance product sales; no offsets to advisory fees.

Project-based

Up to $500 per hour for Retirement Plan Consulting Services (RPCS); other hourly fees may be negotiated for financial planning and consulting.

Other

Fee-only: Fees are negotiable and may include hourly fees, fixed fees, or a percentage of assets under management, varying by service and complexity.

Location

161 Washington St, Suite 1111

Conshohocken, PA 19428

Most active in

Colorado · Pennsylvania

Work history

Hornor, Townsend & Kent, LLC

2026 - Present (1 year)

Ameriprise

2025 - 2025 (1 year)

Unemployed

2025 - 2025 (1 year)

Charles Schwab

2023 - 2024 (1 year)

Cetera ADVISORS LLC

2021 - 2023 (2 years)

Unemployed

2021 - 2021 (1 year)

Infinitus Systems

2020 - 2021 (1 year)

Unemployed

2020 - 2020 (1 year)

Thrivent Financial

2019 - 2020 (1 year)

Thrivent Investment Management Inc

2019 - 2020 (1 year)

Thrivent Financial

2019 - 2019 (1 year)

Unemployed

2019 - 2019 (1 year)

Allied Wealth Financial Group

2019 - 2019 (1 year)

T. Rowe Price

2017 - 2018 (1 year)

Colorado Springs Neurological Associates

2017 - 2017 (1 year)

Unemployed

2017 - 2017 (1 year)

Crunch Fitness

2017 - 2020 (3 years)

Anytime Fitness

2016 - 2017 (1 year)

Southwestern Ear, Nose and Throat

2015 - 2017 (2 years)

Institute of American Indian Arts

2015 - 2017 (2 years)

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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Aaron W

Series 66

Trinidad, CO

Edward Jones

Aaron Williamson is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held positions at Pioneer Natural Resources USA, Inc., Evergreen Natural Resources, and served as an elected member of the City Council of Trinidad, Colorado. In his civic role, he participates in policy input and spending oversight. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Andrew H

Series 66

Trinidad, CO

Edward Jones

Andrew Hoffman is a financial advisor with Edward Jones in Trinidad, Colorado, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2017, he worked at Pioneer Natural Resources for nine years. He has also managed a personal project involving an additional home wing built to assist in the care of his grandmother. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, supported by a large network of financial advisors and branch offices across the United States.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Lori H

Series 63, Series 66

Trinidad, CO

Edward Jones

Lori Hoffman is a financial advisor at Edward Jones with 34 years of industry experience. She has been with Edward D. Jones & Co., L.P. since 1991 and holds Series 63 and Series 66 registrations. Outside of her advisory role, she has mineral rights in Weston, Colorado. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations, with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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