ASHLEY GERNER
I have been a financial advisor with Edward Jones since 2015, helping clients create financial strategies that align with their goals, values and legacy. Before joining Edward Jones, I served as a director for a national nonprofit organization.
As a financial advisor, I work to ensure clients feel confident and secure knowing I am addressing their comprehensive financial and estate needs. Through a clear, personalized planning process, I help clients define and achieve their long-term goals. I work closely with individuals, families and business owners to develop personalized plans designed to grow and protect their wealth over time. I take time to understand what matters most to my clients and help them adjust their strategies as life and market conditions change. My goal is to ensure each client feels confident in their financial decisions and supported every step of the way.
In 2022 I earned by CERTIFIED FINANCIAL PLANNER® designation, which allows me to provide more comprehensive advice in areas such as investments, tax-efficient strategies and retirement planning. I also collaborate with accountants, attorneys and other trusted professionals to create well-rounded, cohesive plans.
I enjoy working with a wide range of clients, from families saving for retirement to small business owners and farmers preparing for succession or planning their exit strategies. It's rewarding to help people turn their goals into actionable plans that build financial security and peace of mind.
Outside of work, I'm active in my community as a Kinship Lunch Buddy mentor and a Kiwanis Board Member. I'm also a graduate of United Way's 35 under 35 Women's Leadership Program. In my free time, I love camping, hiking, reading, photography and spending time with my family.
I have been a financial advisor with Edward Jones since 2015, helping clients create financial strategies that align with their goals, values and legacy. Before joining Edward Jones, I served as a director for a national nonprofit organization.
As a financial advisor, I work to ensure clients feel confident and secure knowing I am addressing their comprehensive financial and estate needs. Through a clear, personalized planning process, I help clients define and achieve their long-term goals. I work closely with individuals, families and business owners to develop personalized plans designed to grow and protect their wealth over time. I take time to understand what matters most to my clients and help them adjust their strategies as life and market conditions change. My goal is to ensure each client feels confident in their financial decisions and supported every step of the way.
In 2022 I earned by CERTIFIED FINANCIAL PLANNER® designation, which allows me to provide more comprehensive advice in areas such as investments, tax-efficient strategies and retirement planning. I also collaborate with accountants, attorneys and other trusted professionals to create well-rounded, cohesive plans.
I enjoy working with a wide range of clients, from families saving for retirement to small business owners and farmers preparing for succession or planning their exit strategies. It's rewarding to help people turn their goals into actionable plans that build financial security and peace of mind.
Outside of work, I'm active in my community as a Kinship Lunch Buddy mentor and a Kiwanis Board Member. I'm also a graduate of United Way's 35 under 35 Women's Leadership Program. In my free time, I love camping, hiking, reading, photography and spending time with my family.
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- Website:
https://www.edwardjones.com/us-en/financial-advisor/ashley-gerner - Phone: 7016718028
- City: Wahpeton
- State: North Dakota
- Postal Code: 58075
- Country: United States
- Designations: CFP
- Markets Served:
- Company Name: Edward Jones
