Ashley Setter

Client Service Associate at Midland Trust Company

Ashley Setter currently serves as a Registered Associate II at Northern Trust since January 2024. Prior to this role, Ashley was a Client Service Associate at Midland Trust Company from July to December 2023 and worked at J.P. Morgan as an Asset & Wealth Management Financial Analyst from July 2022 to July 2023. Further experience includes positions as an Office Secretary at EddieandBarkus and a Sales Trainer at Donn Palms, as well as a Teaching Assistant at KinderCare Education from February 2019 to February 2021. Ashley holds a degree in Allied Health Sciences from Grand Valley State University, completed in June 2022, and a high school diploma from DeWitt High School, earned in 2019.

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Tampa, United States

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Midland Trust Company

Who is Midland? The Midland umbrella of companies is a leading custodial services provider focused on self-directed IRA accounts, 1031 exchanges and private fund custody services. In business since 1994, Midland is focused on providing clients with as many opportunities as possible to defer or eliminate taxes. With thousands of satisfied clients and Billions of dollars in assets under administration, Midland possesses the experience and knowledge to assist clients with their financial goals. What is self-direction? A self-directed IRA is not a type of IRA, but a little-known way to invest through your IRA. Self-direction allows the investor to expand their portfolio from the typical stocks and bonds available with most IRA companies. The IRS allows you to choose your own investments, such as real estate, futures, foreign currency (forex), notes (loans/mortgages), LLCs, precious metals, energy, or even movie deals! The possibilities of self-direction are endless.


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11-50

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