Ashby Daniels

About Ashby Daniels

I am a Financial Advisor for Shorebridge Wealth Management. Many soon-to-be retirees are heading toward retirement with unanswered questions. It can be overwhelming. My goal, is to help people answer retirement\'s big questions so that they can retire with confidence. My areas of expertise include helping retirees with-> Creating their Retirement Paycheck-> Creating a Cash Flow Timeline to help you visualize when and where your retirement income is coming from-> Managing Retirement Specific Portfolio Strategies-> Medicare plan Selection-> Social Security and Pension Optimization-> Estate & Long Term Care Planning. I am also the author of \"Medicare Simplified: What Retirees Need to Know About Medicare in 100 Pages or Less\"- available on Amazon. Let\'s Connect-> email: d••••••@shorebridgewm.com -> phone: 41••••••61 About our practice: Shorebridge Wealth Management is an independent practice located on Washington\'s Landing in Pittsburgh. Our advisers provide traditional portfolio management, investment advisory and financial planning services and strive to complement this with exceptional client service. Through leveraging our relationship with Raymond James Financial Services, we gain access to their deep bench of experienced wealth services professionals to provide our clients with trust, insurance, estate planning and lending solutions. Our local team combines institutional research expertise and experienced investment advisors to provide customized financial and portfolio strategies helping clients realize their unique objectives. At Shorebridge Wealth Management, we believe in serving clients of all sizes. Our satisfaction comes from helping people improve their lives through prudent investing and sound planning that spans a lifetime. Office Location: 600 Waterfront Dr. Suite 125 Pittsburgh, PA Firm Website: For important disclosure information, please see Social Media Disclosure Link in the Contact Info section. Shorebridge Wealth Management, LLC is not a registered broker/dealer, and is independent of Raymond James Financial Services. Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc.

Experience

1. Financial Advisor

   Shorebridge Wealth Management, LLC

   Mar 2018 — Present · Pittsburgh, PA

   Financial Advisor, RJFSShorebridge Wealth Management, LLC is not a registered broker/dealer, and is independent of Raymond James Financial Services. Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc.Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board\'s initial and ongoing certification requirements.

Education

• Lafayette High School

  High School

  1999 — 2001

• Virginia Polytechnic Institute and State University

  Bachelor's Degree, Accounting & Information Systems

  2001 — 2005