Ashley Borgialli
Financial Advisor at Edward Jones, MPAS® CFP® AAMS® CRPC® CRPS®
- Role
- Financial Advisor at Edward Jones
- Location
- Gillette, WY, US
- LinkedIn followers
- 500 followers
About Ashley Borgialli
Welcome, and thank you for choosing to learn more about your local Edward Jones team! I have been a Wyoming resident since 1998 and relocated to Gillette in 2011. I was invited to join the Edward Jones family in 2014. Prior to Edward Jones, I worked in government audit, where I extensively reviewed energy companies for tax and royalty compliance. Later, I worked in large-cap retail banking, where I learned the value of healthy financial relationships. I am a student of life and business, and I believe I should always be growing to best serve my clients. Most recently, I completed a graduate degree program and earned a Master of Science in Personal Financial Planning (Master Planner Advanced Studies®). I am also a CERTIFIED FINANCIAL PLANNER™ professional. I completed my undergraduate studies at the University of Wyoming and earned a Bachelor of Science in economics, a Bachelor of Science in environment and natural resources and a minor in statistics. Rarely do you find an opportunity to pursue a career using your education. I have been blessed to have my education, experience and my passion intertwine at Edward Jones to help me cultivate a personalized future for each of our clients. I could not offer this culture of service and understanding without the partnership of Jeannie Peterson, our Senior Branch Office Administrator. Jeannie is a Gillette native. Prior to committing to you, she gave her heart to working with children, investigating child abuse and neglect and entrepreneurship. She also possesses a Bachelor of Science degree in criminal justice and psychology. Both of us have full families, a love for the outdoors and the Wyoming way of life. We enjoy a decent cup of coffee and have a passion for chocolate, both of which we share eagerly with our clients and friends alike. Our goal is to provide you, your closest friends and family with a personalized approach to financial wellness. We offer you a lifetime partnership committed to what is most important to you. Thank you for getting to know us. We are eager to get to know you better. From our Edward Jones family to yours, welcome home!
Experience
Financial Advisor
Apr 2014 — Present
Education
College for Financial Planning
Accredited Asset Management Specialist, Financial Planning and Services
2016 — 2016
College for Financial Planning
Chartered Retirement Plans Specialist (CRPS®), Retirement Plans
2021 — 2021
College for Financial Planning
Master of Science - MS, Financial Planning and Services
University of Wyoming
Statistics minor, Econometrics and Quantitative Economics
2004 — 2007
University of Wyoming School of Energy Resources
Environment and Naural Resources, Environment and Natural Resources
2004 — 2007
College for Financial Planning
Chartered Retirement Planning Counselor (CRPC®), Retirement
2021 — 2021
University of Wyoming College of Business
Bachelor of Science (BS), Economics
2004 — 2007
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