Ashley Stockdale

I find immense joy in educating clients about financial topics. There's a real lack of education around smart money habits, and it's personal for me to show people how small changes can create big financial impact over time. Few things compare to watching clients who've worked hard their whole lives reach retirement and finally make their dreams real, whether that's traveling the world or picking up a lifelong passion.

Creating memorable client experiences is a big part of who I am. I take pride in going above and beyond to celebrate milestones, tailoring gifts to each client's hobbies and interests. My role spans compliance, building efficient workflows, marketing content, and crafting those personal touches, wearing a lot of hats in service of our clients' and our business's success.

I often joke that I "tripped and fell" into this career. After nearly a decade as a financial counselor, I found myself dissatisfied in a hospital job until my husband sent me a posting for a Client Service Associate role. I loved the idea of making my own luck through hard work and licensing, and that leap led me to Raymond James in January 2018. Since then, I've earned my SIE, Series 7, 63, 66, 9, and 10, along with my AAMS designation.

Outside of work, I share my life with my husband, Ryan, and our two kids, Emmerson and Owen; they're my biggest motivation to keep pushing forward. Family travel and making memories together mean everything to us, whether it's an annual trip to Disney or, recently, exploring Paris and Florence. I also love reading, cheering on my kids at their sporting events, and staying active. And travel is one of my favorite things to connect with clients over, too, swapping stories about where we've been and where we're headed next.