Michelle Ash, financial advisor Jacksonville FL
103 score

Michelle Ash

CRD 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.

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Professional Designations
Company Name Location Dates Years
Paragon Wealth Strategies LLC Jacksonville, FL Jun 2008 - Current 8
Aig Financial Advisors, Inc. Phoenix, AZ Oct 2005 - Current 11
The Householder Group Phoenix, AZ Jan 2005 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2004
S65 NASAA Investment Advisors Law Examination Oct 2004
Contact Info for Michelle L. Ash
By the Numbers
  • Total Assets Under Management
    143
    MILLIONS
  • Total Number of Accounts
    667
    ACCOUNTS
  • Average Account Value
    $214,774
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL, GA, NH, TX

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BADGES
103
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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