Michelle Ash
Retirement Planning | Comprehensive Financial Planning
- Role
- Sr Wealth Advisor & Shareholder at Mercer Advisors
- Location
- Jacksonville, FL, US
- LinkedIn followers
- 500 followers
About Michelle Ash
Michelle believes using holistic approach to helping clients plan and live their dreams…
Experience
Sr Wealth Advisor & Shareholder
Dec 2023 — Present · Jacksonville, FL, US
I am excited to announce that I am now part of Mercer Advisors, a full-service wealth management firm. Paragon Wealth Strategies, where I was previously a Co-Founder and Managing Partner, recently joined forces with Mercer Advisors to offer our clients a more comprehensive offering. I look forward to continuing to serve my clients and helping them to achieve financial freedom.
Education
The American College
Retirement Income Certified Professional (RICP)
2015 — 2015
Florida State College at Jacksonville
CERTIFIED FINANCIAL PLANNER™ educational courses
2004 — 2005
University of Louisville
Bachelor of Arts
1991 — 1995
The American College
Master of Science in Financial Services (MSFS)
2016 — 2020
The American College
Chartered Advisor for Senior Living (CASL)
2012 — 2012
Skills
- Trusts
- Financial Services
- Portfolio Management
- Financial Advisory
- Investment Advisory
- Financial Analysis
- Retirement
- Strategic Financial Planning
- Tax
- Financial Planners
- Healthcare
- Wealth Management
- Small Business
- Finance
- Leadership
- Mutual Funds
- Training
- Investments
- Wealth
- Insurance
- Long-Term Care
- Time Management
- Entrepreneurship
- Series 7
- Public Speaking
- Estate Planning
- Retirement Planning
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