Anne Marie E. Ashworth
Financial Advisor at Abacus Planning Group
- Role
- Financial Advisor at Abacus Planning Group
- Location
- Greenville, SC, US
- LinkedIn followers
- 500 followers
About Anne Marie E. Ashworth
Anne Marie E. Ashworth is a graduate of Virginia Tech with a BS in Business, where she majored in Finance with a financial planning concentration. She joined Abacus in June of 2015 and earned the CFP® designation in May of 2017. As a member of the financial planning team, Anne Marie works closely with clients to understand their objectives in order to develop, implement and monitor a comprehensive financial plan to achieve those goals. Anne Marie also leads Abacus’ People and Organizational Development Team, which is the centerpiece of evolving and communicating employee development and benefits.
Experience
Financial Advisor
Jun 2015 — Present · Columbia, SC, US
Abacus is a financial advisory and investment counsel firm known for its passion in creating abundance for clients and family businesses through skillful listening and smart financial decision making. Managing over a $1.5 billion on behalf of its 240 plus families, Abacus consists of a team of multi-disciplinary experts who work collaboratively to serve its clients.
Education
West Essex Regional High School
Honors Diploma
2007 — 2011
Virginia Tech
Bachelor of Science (B.S.), Finance; CFP® Program
2011 — 2015
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