Ashley Gardner
Advisor at Merrill
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Ashley Gardner is a Wealth Management Advisor with Merrill Lynch Wealth Management. She provides clients with comprehensive wealth management strategies tailored to their financial situations, family dynamics, and personal goals. Ashley leverages the investment insights of Merrill and the banking services and lending solutions of Bank of America to support various aspects of her clients’ financial lives.
Her areas of expertise include divorce transition planning, education planning, family wealth management strategies, services for endowments, foundations, and non-profits, managing new wealth, personal retirement planning, and philanthropic planning. Ashley holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She earned her bachelor's degree from the University of Alabama System.
Ashley participates in community volunteering in line with Merrill’s tradition of community service. Outside of work, she enjoys bowling, camping, and spending time with her family.
Expertise
Wealth management
Charitable giving & philanthropy
College savings (529s, UTMA, etc.)
General retirement planning
Work history
Merrill lynch, Pierce, Fenner & Smith Incorporated
2018 - Present (8 years)
Lyft
2018 - Present (8 years)
Uber
2017 - Present (9 years)
Salish Lodge
2017 - 2017 (1 year)
Wells Fargo Clearing Services, LLc
2016 - 2018 (2 years)
Wells Fargo Advisors, Llc
2015 - 2016 (1 year)
Wa State Dshs
2014 - Present (12 years)
Macys
2010 - 2016 (6 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Lorri D
CFP®
Olympia, WA
Sustain Financial Inc.
Hi. I'm Lorri. I'm Certified Financial Planner™ (CFP®), and the owner of Sustain Financial Inc. I specialize in working with state government workers, teachers, and/or members of the LGBTQIA+ community. I'm passionate about helping my clients find the balance between living the lives they want now while simultaneously giving themselves a strong foundation for their futures. By using a values-centered (your values, not mine) approach to financial planning, I've seen clients repeatedly shift from the belief that they must choose between living for today and saving for tomorrow, to the understanding that it's possible to do both if you are clear about what is important to you. I have a Master in Teaching from the Evergreen State College, and a Bachelor’s in Biology and Environmental Studies from Whitman College in Walla Walla, WA. I completed my CFP® coursework through Boston University. When I’m not financial planning, I can generally be found in a kayak, on a golf course, working in my garden, or out hiking or skiing in the mountains.
Rebecka K
Series 66
Olympia, WA
Edward Jones
Whitney K
Series 66
Tumwater, WA
Edward Jones
Walker S
Series 66
Shelton, WA
Edward Jones
Andrew R
CFP®, ChFC®, Series 66
Lacey, WA
Edward Jones
Brett T
Series 66
Tumwater, WA
Edward Jones
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