Meet the team
Ashley Crotwell
CFP®, MBA
Senior Director, Wealth Advisor
Contact Ashley Now
About Ashley
As a Financial Advisor at Sequoia, my practice is centered around my clients. Instead of a formula to follow, I am empowered to serve as a guide, supporting you as you move through your life in pursuit of what matters most to you. You are more than a number, you are more than income and cash flow, more than investments and assets, you are the central figure in your financial story, and you deserve a financial professional who is knowledgeable and experienced in helping real people write the next chapter in their story. I’m here to help you define, or refine, your goals and chart the path to get there with a personalized financial plan.
At Sequoia, our team of advisors represents diverse skills and experiences, we pride ourselves on offering our team-members the opportunity to invest their time and attention in pursuing specialization. Instead of shallow knowledge across a nearly limitless spectrum of possibilities, specialization allows us to dive deeper and serve our clients as individuals. Our commitment to the fiduciary standard means that we pursue what is best for you, not us. We think that makes for enduring relationships and deep trust. We wouldn’t have it any other way.
CFP Board owns the marks CFP® in the U.S.
CFP Board owns the marks CERTIFIED FINANCIAL PLANNER™ in the U.S.
Up Close
Enjoys spending time with friends, family, and her two dogs, Mera and Nacho
You can find her adventuring and traveling internationally to explore the world and try new cuisines
Makes her home in Fort Lauderdale, FL
contact your financial planning specialist
Ashley Crotwell,CFP®, MBA
Senior Director, Wealth Advisor
Fed Forecast for Fewer Cuts in 2025 Roils Markets