Ashton Lawrence, CFP®, ChFC®, AIF®
Designations and Licenses
Ashton is a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Financial Consultant® and an Accredited Investment Fiduciary® designee.
Experience and Education
Ashton provides clients with comprehensive wealth management services to help them achieve their goals and provides integrated planning and strategies to help them grow and protect their wealth.
Prior to joining Mariner Wealth Advisors, Ashton was a partner and financial advisor at Goldfinch Wealth Management. In this role, he assessed clients’ financial situations, goals and risk tolerance and developed and implemented a plan to help them achieve their objectives. He also was responsible for creating and managing investment portfolios and advised clients on tax and estate planning as well as insurance. Earlier in his career, he was a financial services professional at New York Life, where he designed and implemented personalized investment solutions for clients.
Ashton has a bachelor’s degree in marketing from Coastal Carolina University.
Away from the office, Ashton can most likely be found on the basketball court of golf course, spending time with friends and family, or reading a novel.