Cell Phone
800.308.4416
Location
Boca Raton (FL) By appointment only, West Palm Beach (FL) Palm Beach Lakes
Specialty
Individual Wealth Management, Retirement Plan Consulting
Zip Code
32003, 32008, 32009, 32011, 32013, 32024, 32025, 32033, 32034, 32038, 32040, 32043, 32044, 32046, 32052, 32053, 32054, 32055, 32058, 32059, 32060, 32061, 32062, 32063, 32064, 32065, 32066, 32068, 32071, 32073, 32079, 32080, 32081, 32082, 32083, 32084, 32086, 32087, 32091, 32092, 32094, 32095, 32096, 32097, 32102, 32110, 32112, 32113, 32114, 32117, 32118, 32119, 32124, 32127, 32128, 32129, 32130, 32131, 32132, 32133, 32134, 32136, 32137, 32139, 32140, 32141, 32145, 32147, 32148, 32157, 32159, 32162, 32163, 32164, 32168, 32169, 32174, 32176, 32177, 32179, 32180, 32181, 32182, 32187, 32189, 32190, 32192, 32193, 32195, 32202, 32203, 32204, 32205, 32206, 32207, 32208, 32209, 32210, 32211, 32212, 32214, 32216, 32217, 32218, 32219, 32220, 32221, 32222, 32223, 32224, 32225, 32226, 32227, 32228, 32233, 32234, 32244, 32246, 32250, 32254, 32256, 32257, 32258, 32259, 32266, 32277, 32301, 32303, 32304, 32305, 32306, 32307, 32308, 32309, 32310, 32311, 32312, 32313, 32317, 32320, 32321, 32322, 32323, 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ASHLEY TERRELL, MBA
FINANCIAL ADVISOR
Ashley joined the Burns Estate Planning & Wealth Advisors family in 2019 as a Financial Advisor Assistant. After changing positions and moving into the Wealth Management division and becoming the Director of Operations & Processing for AUM, she experienced the importance of assisting our clients with their financial future. She changed her career path and now holds her Series 65, and is a Registered Investment Advisor with our organization. She brings industry knowledge, experience and a level of customer service that is intuitive to our service model.
Ashley resides in the West Palm Beach area with her dog Rupee and cat Alvin. Ashley graduated with her MBA degree from Southeastern Louisiana University. She was a member of the MBA Society.
Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. Tax planning and preparation services are offered through Prime Capital Tax Advisory. PCIA: 6201 College Blvd., Suite 150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness | Family Office | Tax Advisory.
