CP

Cfp® Ashley Preston

Specialist, Relationship Manager at CAPTRUST

Ashley Preston, CFP®, has a diverse work experience that spans over a decade. Ashley is currently employed at CAPTRUST as a Specialist and Relationship Manager, a position they have held since October 2022. Prior to joining CAPTRUST, Ashley worked at DANDA TROUVE INVESTMENT MANAGEMENT, INC. as a Client Service Manager and Paraplanner from November 2017 to October 2022. Before that, they were a Client Service Associate at Mariner Wealth Advisors from May 2016 to November 2017. Ashley also gained valuable experience working at Kansas State University, where they served as an Administrative Assistant from June 2014 to May 2016 and as a Sophomore Year Experience Coordinator from January 2014 to January 2015. Additionally, Ashley worked as an Intern at Mariner Wealth Advisors from June 2015 to August 2015. Finally, they worked as an Orientation Leader at Kansas State University in 2013 and 2012.

Ashley Preston, CFP®, obtained a Bachelor of Arts (BA) degree in Personal Financial Planning from Kansas State University. Ashley attended the university from 2011 to 2016. In October 2020, Ashley received the Certified Financial Planner (CFP) certification from the CFP Board.

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Timeline

  • Specialist, Relationship Manager

    October, 2022 - present

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