Kelsey L. Daugherty

Role: Senior Financial Advisor at Ashwood Financial Partners
Location: Richmond, VA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Senior Financial Advisor
Ashwood Financial Partners
Aug 2023 — Present

Skills

Microsoft Word
Fundraising
Team Leadership
Social Networking
Microsoft Excel
Community Outreach
Leadership
Public Speaking
Social Media
English
Customer Service
Time Management
Microsoft Office
Autocad
Teamwork
Data Analysis
Editing
Event Planning
Powerpoint

Contact information

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Work email
•••••@ashwoodfinancialpartners.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Ashwood Financial Partners

Financial Services · 7 employees · Richmond, Virginia, United States

Ashwood Financial Partners provides: Financial Planning and Wealth Management Based on Our Three Pillar Risk Management Process and Seven Step Financial Planning Process Retirement Plan Advisory Services for Nonprofits and Businesses. Our Mission – To partner with our clients and create successful retirement plan outcomes for plan sponsors and plan participants. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA SIPC Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Ashwood Financial Partners is not affiliated with Kestra IS or Kestra AS. This page is published for residents of the United States only. Registered Representatives and Investment Adviser Representatives of Kestra Financial may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the Kestra Compliance Department at 73••••••82. Check the background of this firm and their investment professionals on FINRA\'s BrokerCheck at http://brokercheck.finra.org.

ashwoodfinancialpartners.com

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Experience

Senior Financial Advisor

Skills

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