Senior Wealth Advisor and Co-Director of Women’s Wealth Services
Ashley Simpson serves as a Senior Wealth Advisor and Co-Director of Women’s Wealth Services. In this role, she helps clients define and implement strategies to support their most valued life-goals. Ashley co-leads the firm’s Women’s Wealth Services (WWS) initiative and is passionate about being an advocate for the unique financial needs of women.
She brings experience in working with ultra-high net worth clients in the areas of investments, retirement, executive and employee benefits, taxation, trusts, estates and risk management.
Prior to joining National Wealth Partners, Ashley served as Manager of Client Services for Covenant Wealth Management in both San Antonio and Dallas. A day-one employee at Covenant, Ashley had numerous operational and strategic responsibilities. Prior to Covenant, Ashley spent 3 years at Frost Bank as a personal banker.
Ashley is passionate about making a difference in the lives of children in her community. She is actively involved in the local PTA and has overseen significant school enhancements projects including the funding and installation of a new community playground. Ashley is also a founding leader in the first A.S.K. (After School Kids) bible study program in the DFW area.
A graduate of Texas A&M University, Ashley holds the professional designation as a Certified Financial Planner (CFP®). A proud mother of two young boys, Ashley and her husband reside outside of Dallas, TX.