Get to know Ashley Terrell, MBA

Ashley Terrell, MBA

Financial Advisor, Life Insurance Agent

Ashley joined the Burns Estate Planning & Wealth Advisors family in 2019 as a Financial Advisor Assistant.  After changing positions and moving into the Wealth Management division and becoming the Director of Operations & Processing for AUM, she experienced the importance of assisting our clients with their financial future. 

She changed her career path and now holds her Series 65, Registered Investment Advisor Registration with our organization.  Ashley also possesses her LA Life Insurance License (#1126780). She brings industry knowledge, experience and a level of customer service that is intuitive to our service model.

Ashley recently relocated to FL to expand our FL presence; overseeing our newest office in West Palm Beach. In her free time, Ashley enjoys spending time with her dog Rupee and cat Alvin. Ashley graduated with her MBA degree from Southeastern Louisiana University.  She was a member of the MBA Society.