Ashley Frank

Connect with Ashley: Email

Client Service Manager

Client Service Manager

 

Ashley Frank is a Client Service Manager at Center for Financial Planning, Inc.® She works closely with several of The Center’s lead financial planners to manage the client-service side of relationships and as a specialist in event planning, Ashley coordinates details for our client appreciation and educational events.

Coming onboard in 2016, Ashley was excited to join The Center after learning how much the firm values its clients, its team members, and continuing education. She has been in the financial services field since 2006 and previously worked as a client relationship specialist at an investment advisory firm. Throughout her career, Ashley gained experience with retirement planning and found she really enjoyed assisting advisors to help clients achieve their goals. She also has a special interest in annuity, long-term care, and other insurance planning. She has obtained her Life, Accident, and Health License, Property and Casualty License, and Series 6 and 63 Securities Licenses.

Ashley and her husband Dan are originally from outside Youngstown, Ohio. They currently live in Northville with their son, Owen, and dachshunds, Taylor and Oscar. In her free time she enjoys being with her family, traveling, and staying active outdoors.

EDUCATION:

  • Associates Degree, Business Management, Kent State University

Licensing & Certifications:

  • Series 6 and Series 63 Securities Licenses

  • Life, Accident, and Health Insurance License

  • Property and Casualty Insurance License