Ashlea Ayer, CFP®

Experience

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  SunTrust Bank

  Dec 2007 - Sept 2012

  Business Banking Relationship Manager & AVP, Commercial Banking
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  Truist Wealth

  Sept 2012 - Oct 2023

  Vice President, Wealth Advisor, Private Wealth Management

  Due to industry regulations, I am unable to accept recommendations andendorsements. TIS will not accept purchase or sale orders via LinkedIn or itsmessaging system.Truist Investment Services, Inc., member FINRA/SIPC, is a wholly owned non-banksubsidiary of Truist Financial Corporation. Securities and insurance products orannuities sold, offered or recommended by Truist Investment Services are not adeposit, not FDIC insured, not guaranteed by a bank, not insured by any federalgovernment agency and may lose value. Not all products and services are availablein all states and financial advisors for Truist Investment Services may only conductbusiness in states and jurisdictions where they are properly registered. Therefore, aresponse for information may be delayed. Investors outside of the United States aresubject to additional securities and tax regulations within their applicable jurisdictionsthat are not addressed on this site. For more information please contact yourfinancial advisor. For additional important disclosures, please visit:https://www.truist.com/wealth/tis-disclosure Show less

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  Kaufman Rossin

  Sept 2024 - now

  Wealth Advisor

  Ashlea Ayer is a Wealth Advisor at Kaufman Rossin Wealth. She cares deeply about providing wealth management and financial planning services to her clients to achieve their personal goals and objectives. Ashlea has nearly 20 years of experience in the financial services industry working with high-net-worth individuals, families, and business owners. She is a CERTIFIED FINANCIAL PLANNER® practitioner, the standard for financial planning.She engages closely with clients to best understand their unique circumstances, goals, and priorities to design strategic financial strategies aimed at growing, preserving, and managing their wealth effectively.Prior to joining Kaufman Rossin, Ashlea was a Wealth Advisor at Truist (and its predecessor, SunTrust Bank). In this role, she not only delivered financial planning and wealth management services, but also provided risk management solutions, advised on estate planning issues and provided guidance on debt management to her high-net-worth clients.She also holds a Florida 2-15 Life, Health and Variable Annuities Agent license and a Series 7, 65 & 63 license.Ashlea earned her Bachelor of Science in Finance from the University of Florida.Note: Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks. Show less