Michelle AshCRD Number: 4561598
Current Firm: Paragon Wealth Strategies, LLC
As a planner, Michelle believes in a holistic approach to helping clients plan and live their dreams. She feels that the better she can help a client to mesh their life dreams with their finances, the more successful, and fulfilling, their retirement journey will be. Critical to a client's success is the integration of planning to address some of retirees' greatest worries: how to plan for health care and its expenses, long term care issues, events that may occur in retirement. This approach is what she brings to The Retirement Continuum™ courses to help attendees maximize retirement success.
In private practice, Ms. Ash specializes in retirement planning, comprehensive wealth management, planning
issues such as pension valuations and tax issues. When not working with clients, Ms. Ash has conducted
educational courses on retirement planning through the University of North Florida’s LearnJax program since 2007. She has also served as an Adjunct Professor with Florida State College at Jacksonville, teaching courses on various financial matters, and co-hosted the radio show "Financial Feud. She is a CERTIFIED FINANCIAL PLANNER™ professional, and also holds two advanced designations available only to advisors who have already hold the CFP®
certification - the CASL® designation - Chartered Advisor for Senior Living (CASL®) and the Retirement Income Chartered Professional (RICP) designation from from The American College.
Michelle is a 1995 graduate from the University of Louisville in Kentucky,receiving Magna Cum Laude accolades. She began her career in financial planning in 1998. She is also a member of the Financial Planning Association (FPA), and the National Association of Personal Financial Advisors (NAPFA), an exclusive membership of fee-only financial planners. In her free time, Michelle enjoys time with her husband, their two children, and her cat, “Dilly”. She is a fitness fanatic who enjoys many fitness activities, including spinning, yoga, and running, and other hobbies of nutrition, clean-cuisine cooking, and traveling.
Ameriprise Financial Services, LLC
Deutsche Bank Securities Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Paragon Wealth Strategies LLC||Jacksonville, FL||Jun 2008 - Current||12|
|Aig Financial Advisors, Inc.||Phoenix, AZ||Oct 2005 - Current||15|
|The Householder Group||Phoenix, AZ||Jan 2005 - Current||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2004|
|S65||NASAA Investment Advisors Law Examination||Oct 2004|
Total Assets Under Management468MILLIONS
Total Number of Accounts1,264ACCOUNTS
Average Account Value$370,009
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
CA, FL, GA, NC, NH, OH, TX, VA
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