Ashley Frank

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Client Service Associate

Client Service Associate

 

Ashley Frank, Client Service Associate, joined The Center for Financial Planning in September 2016. Her career began in the Financial Services Industry in 2006. During that time Ashley obtained her Life, Accident & Health, Property & Casualty, and Series 6 Licensure.

Ashley has spent the last five years with an investment advisory firm, where she provided a combination of sale support and sales generation for an investment team. Some of her responsibilities included: responding to client inquires, preparing financial reports and maintaining up to date knowledge of products, services, departmental systems and related technology, policies and procedures. In her prior work in financial services, Ashley gained experience with retirement planning and found she really enjoyed assisting advisors to help clients achieve their goals.

Ashley was excited to join The Center after learning how much they value their clients, each other and continuing education. Ashley and her husband Dan are originally from outside Youngstown, Ohio. They have recently moved to Canton, Michigan with their dachshund, Taylor. In her free time she enjoys being with her family, traveling and staying active outdoors.

Education:

  • Kent State University
  • Life, Accident & Health License
  • Property & Casualty License
  • Series 6

Areas of Focus and Interest:

  • Providing excellent service to clients
  • Assisting advisors with helping clients meet their goals