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Investment Associate


  • BS, Criminal Justice
    Salem State University, Salem, MA.

Ashley joined the firm in December 2014 and works alongside Kevin in Beauport’s Investment Department.  Ashley handles the day to day operations, such as new account set up, asset transfers, and check requests.  Working closely with our Broker-Dealer ValMark and various financial institutions, Ashley is able to ensure state of the art service is provided to our clients.  Born and raised in Danvers, Massachusetts, Ashley spends her free time with her family, at the beach or on the softball field.  Ashley holds Series 7 and 63 registrations with FINRA and holds Massachusetts Insurance licenses for Life, Accident and Health.

The most effective way to do it, is to do it.

-Amelia Earhart

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