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Ally Ecklund, CFP®, CPA, CPWA®

Ally Ecklund, CFP®, CPA, CPWA®

Vice President,
Financial Advisor

  • Fort Worth, TX
  • A Tree Grows in Brooklyn by Betty Smith
  • “You carry the passport to your own happiness.” — Diane von Furstenberg
  • Courage, curiosity, and candor

Financial Advisors

Ally Ecklund is a wealth management financial advisor based in the Lone Tree, CO.

Ally joined CAPTRUST in 2023 and serves as a financial advisor. She provides investment management and holistic financial planning to high-net-worth individuals and families. She is passionate about educating and empowering clients to help them understand the complexities of their personal finances, with strong attention to detail to create a comprehensive road map for clients to achieve their goals. 

With over a decade of experience, Ally was previously an advisor at Buckingham Strategic Wealth as well as a local family office in Dallas, Texas. She began her career as a tax accountant preparing returns for high-net-worth families, trusts and related businesses. She holds both a Bachelor of Business Administration and a Bachelor of Arts in sociology from Southern Methodist University, in addition to a Master of Science in accounting from the University of Texas at Dallas. 

Outside of the office, Ally performs comedy locally and enjoys the Colorado summers rafting, hiking, and camping. She also makes a point to travel internationally at least once a year.

Education

  • Bachelor of Business Administration and a Bachelor of Arts in sociology from Southern Methodist University
  • Master of Science in accounting from the University of Texas at Dallas

Industry Designations

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA) 
  • Certified Private Wealth Advisor (CPWA®)

Awards & Recognition

  • AdvisorHub Fastest Growing Advisors | 2022

Memberships

  • Member, Junior League of Denver 
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