Charlsie Ashlock, CFP®

Senior Consultant / Relationship Manager

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Biography
Education & Other Highlights
Location(s)

Charlsie Ashlock is a wealth management financial advisor based in Indianapolis, IN.

For more than a decade, Charlsie Ashlock has helped clients achieve their financial goals. She reviews clients’ investment portfolios, facilitates the organization and preparation of their tax returns, and creates cash flow plans and tax projections. And through it all, she also prepares clients for rewarding retirement years.

A CERTIFIED FINANCIAL PLANNER™, Charlsie spent almost 5 years with BKD Wealth Advisors in their Indianapolis office, serving clients throughout Indiana, Ohio, and Northern Kentucky.  She then joined Column Capital, which became CAPTRUST.

She earned a Bachelor of Science degree in financial planning from the University of Georgia’s College of Family and Consumer Sciences.

After work, Charlsie enjoys spending time with her husband and their cats. Her hobbies include reading, cooking, and cheering on the Georgia Bulldogs.

Education

  • Bachelor of Science degree in financial planning from the University of Georgia’s College of Family and Consumer Sciences

Industry Designations

  • CERTIFIED FINANCIAL PLANNER™

Indianapolis, IN

9100 Keystone Crossing #700
Indianapolis, IN 46240

317.663.6500

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