Ashley Lecount
Financial Advisor with Northwestern Mutual
- Role
- Financial Advisor at Northwestern Mutual
- Location
- Indianapolis, IN, US
- LinkedIn followers
- 500 followers
About Ashley Lecount
Possess a strong passion for learning new information and techniques while maintaining a substantial attention to detail, exceptional analytical and organizational skills combined with an eye for error reduction and efficient time management. Most importantly, swiftly and easily adapts to changes in the work environment: whether the task need be self-sufficient or team based.
Experience
Financial Advisor
May 2025 — Present · Fishers, IN, US
Managed and developed effective budget analysis for clients to reach their financial goals andadded an accountability aspect that ensured success of staying on budgetAnalyzed and specifically tailored an investment plan for clients whether it be environmental,social and governance focused, aggressive, moderate, or conservative to meet clients’ specificinvestment needsForecasted and evaluated current trajectory of clients’ financial data and provided appropriatetax-efficient strategies to obtain their short, mid- and long-term goalsAdvised clients on the best optimization on Pre-Tax, Roth monies in their retirement plan vs.Pre-Tax, Roth IRA monies for tax-efficient strategies in tandem to their current financial plan
Education
Butler University
Bachelor of Science, Major - Biology; Minors - Gender Studies & Chemistry
2006 — 2010
Skills
- Powerpoint
- Microsoft Excel
- Outlook
- Creative Solutions
- Creative Problem Solving
- Microsoft Publisher
- Customer Service
- Data Entry
- Going the Extra Mile
- Onenote
- Communication Skills
- Event Planning
- Confidentiality
- Professional Communication
- High Achiever
- Meticulous Eye for Detail
- Intellectually Curious
- Highly Self-Motivated
- Multi-Line Phone
- Microsoft Word
- Photoshop
- Indesign
- Multi Tasking
- Organization
- Fundraising
- Competitive Intelligence
- Determination
- Passion to Succeed
- Editing
- Phone Etiquette
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