Ashley Copp

Description

Ashley Copp joined Weatherly Asset Management in 2010 and is dedicated to providing high-quality comprehensive services to current and prospective clients. She works closely with clients to understand each individual’s financial situation, addressing their goals and concerns through detailed financial planning. Ashley ...(see more) also assists clients in conjunction with partners and outside professionals throughout the estate administration process to ensure financial goals are achieved in an efficient manner while maintaining comfort and clarity. Lastly, her role includes performance analysis and transferring assets. Ashley strives to establish and maintain interactive relationships while delivering thorough financial services.

Ashley received her B.A. degree in Business Administration from Pepperdine University, graduating cum laude, where she pursued an interest in personal finance and was cultured in business ethics. While at Pepperdine Ashley displayed team and leadership skills as a member and captain of the Pepperdine Women’s Soccer Team. Before joining the Weatherly crew, Ashley spent 9 months teaching English to students in Spain, allowing her to achieve fluency.

Ashley is a level II candidate in the Chartered Financial Analyst program, holds a Series 65 License and is a Certified Trust Representative of National Advisors Trust. Ashley is a member of the La Jolla Trust and Probate Section and is actively working with a Weatherly partner and a member of the Brightscope Advisory Council to utilize Advisor Pages, an innovative platform to communicate with current and prospective clients.

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This firm has certified that they are compensated solely by their clients, and do not accept commissions or compensation of any kind based on the products they recommend.

Types of Compensation Arrangements