Ashley Vest

Investment Processor

Ashley is the Investment Processor for the Lutherville, MD office, Columbia, MD office, and York, PA office. Ashley manages the new account process including preparing required documents, distributing them to clients or planners, submitting business through the Lincoln AAO and UAO systems, and ensuring successful final account opening and funding. She also generates detailed performance reports for advisor’s investment review meetings with clients. She graduated from Stevenson University with a Bachelor’s degree in Psychology, summa cum laude and from University of Baltimore with a Master’s  degree in Industrial/Organizational Psychology, magna cum laude.

Phone 410.372.3224