Ashley Preston is a wealth management financial advisor based in Leawood, KS.
Ashley joined CAPTRUST in 2022 from Danda Trouvé Investment Management and serves as a specialist and relationship manager. She provides retirement and financial plans for our clients, including life insurance analyses, tax planning, college savings, and mortgage payoff analyses. She has more than five years of experience in the industry and a passion to continue learning.
Ashley holds a Bachelor of Arts degree in personal financial planning with minors in business and leadership studies from Kansas State University. She has completed the education, examination, experience, and ethics requirements to achieve the CERTIFIED FINANCIAL PLANNER™ designation. When she’s not at work, Ashley enjoys going on new adventures and traveling with her husband. Ashley also enjoys reading, spending time with her dogs, and playing guitar.
- Bachelor of Arts degree in personal financial planning from Kansas State University
- CERTIFIED FINANCIAL PLANNER™
- Member, Financial Planning Association
- Board member, Administrative Board for Grace United Methodist Church