J. David Ashby
CFP and Founder
- Role
- Certified Financial Planner at Mustard Seed Wealth Management
- Location
- Magnolia, AR, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About J. David Ashby
Through an accounting and financial advisory background, I\'m equipped to ask thoughtful…
Experience
Certified Financial Planner
Mustard Seed Wealth Management
May 2002 — Present
Founder and Partner
Education
Louisiana Tech University
DBA Doctorate Business Administration, Finance
1992 — 1996
Southern Arkansas University
Bachelor of Business Administration (BBA), Accounting
1974 — 1977
University of Mississippi
Master of Business Administration (MBA), Finance
1977 — 1978
Skills
- Powerpoint
- Strategic Planning
- Customer Service
- Microsoft Excel
- Staff Development
- Program Development
- Fundraising
- Retirement Planning
- Data Analysis
- Teaching
- Trusts
- Microsoft Office
- Curriculum Development
- Student Affairs
- Grant Writing
- Event Management
- Retirement Solutions
- Higher Education
- Public Speaking
- Tax Efficiency
- Financial Planning
- Budgets
- Event Planning
- Qualified Retirement Plans
- Microsoft Word
- Editing
- University Teaching
- Leadership Development
- Training
- Charitable Gift Planning
- Community Outreach
- Public Relations
- Nonprofits
- Estate Planning
- Seminar Presentations
- Retirement Plan Consulting
- Student Development
- Team Building
- Research
- Charitable Remainder Trusts
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