Ashli Tomas

Ashli Tomas serves as the Senior Vice President and Head of Account Management & Advisory Billing at Dynasty Financial Partners since March 2024. Previously, Ashli held various leadership roles at Raymond James from September 2012 to March 2024, including Director of Mutual Fund Operations, where responsibilities included managing Mutual Fund Trading and Reconciliation with oversight of 62 indirect reports. Additional roles included managing onboarding operations for New Accounts and developing business protocols in Retirement Plan Services. Prior experience includes serving as Assistant Branch Manager at Achieva Credit Union from January 2005 to October 2012, where Ashli ensured compliance with security protocols and contributed to community development initiatives. Ashli holds a Bachelor of Business Management degree from the University of South Florida.