Ashley Folkes, CFP®, CPWA®, CRPC®, RICP®, CEPA
Director of Wealth Management
With over two decades of experience in wealth management leadership, financial planning, and investment portfolio management roles, Ashley lives in the intersection of being a financial advisor, helping to add value to his clients' lives, and as the Director of Wealth Management.
As a financial advisor, Ashley has a holistic approach to planning with a focus and passion for building deep and caring relationships with clients to help them define what wealth means to them, overcoming life obstacles, taking care of their families, and reaching their goals. He works with clients with busy lives and complex financial situations, such as business owners/entrepreneurs, C‐level executives, high‐income earners, and people in difficult transition periods. He works with these clients, providing comprehensive wealth management services, including but not limited to financial planning, asset management, retirement planning, estate and philanthropic planning, and business services such as value acceleration, succession, and exit planning.
As the Director of Wealth Management, Ashley is a leadership team member providing guidance, training, and mentorship to other team members. He has investment specialist responsibilities for asset management oversight, asset allocation, manager selection, and knowledge of alternative investment strategies and product solutions. He also is a lead on more sophisticated planning strategies such as exit and succession planning.
The letters behind Ashley's name are more than professional designations; they represent years of hard work and a commitment to his clients because he believes they deserve an advisor who stays ahead of the curve as the economy changes. He holds the CFP®, CPWA®, RICP®, CRPC®, and CEPA. Folkes' frequent contributions to the financial industry are available in numerous publications such as CNBC, Barron's, Forbes, Morningstar, Bloomberg, Market Watch, Investment News, Wall Street Journal, and Reuters.
Ashley lives in Hoover with his wife Meng and their son Callen. He is very active in the community, and in his free time, he is a competitive cyclist.