Ashley Stockdale

I find immense joy in educating clients about financial topics. There is a significant lack of education surrounding smart money habits, and it's personal for me to teach how small changes can lead to big financial impacts over time. I love seeing clients who have worked hard all their lives reach retirement and finally make their dreams a reality, like traveling or pursuing lifelong passions.

Creating memorable interactions with clients is a passion of mine. I take pride in going above and beyond to celebrate their achievements, tailoring milestone gifts to their hobbies and interests. My role involves ensuring compliance, creating efficient workflows, generating marketing content, and crafting unique client experiences. Wearing multiple hats is part of my commitment to the success of our business and clients.

I often joke that I "tripped and fell" into this career. Dissatisfied with my hospital job, my husband sent me a job posting for a Client Service Associate role in which lead to my career with Raymond James beginning in January 2018. I loved the idea of making my own luck through hard work and licensing. Since then, I’ve passed the Series 7, 63, 9, and 10, and obtained my AAMS designation. 

My career began at Raymond James in January 2018, following nearly a decade as a financial counselor.

I share my life with my supportive husband, Ryan, and our two children, Emmerson and Owen. They motivate me to push forward. Traveling as a family and making memories is a cherished part of my life. I enjoy reading, attending my kids' sporting events, and exercising. Traveling is a shared passion with clients; my husband and I recently visited Paris and Florence, and we take annual trips to Disney with our kids.