Overview
As an Insurance Advisor at Kaufman Rossin Insurance Services and a Wealth Advisor at Kaufman Rossin Wealth LLC, Ashlea Ayer collaborates with firm professionals to deliver strategic insurance solutions to high-net-worth clients. Ashlea brings decades of developing relationships and establishing financial and insurance plans to meet clients’ goals and objectives.
Ashlea has twenty years of experience in the South Florida financial services industry. She is a CERTIFIED FINANCIAL PLANNER® practitioner, the standard in financial planning. She also holds a Florida 2-15 Life, Health and Variable Annuities Agent license and a Series 7, 65 & 63 license.
Prior to joining Kaufman Rossin Insurance Services, Ashlea was a Financial Advisor at Truist (and its predecessor, SunTrust Bank). She is based in our Fort Lauderdale office and is a specific resource for clients in Broward and Palm Beach counties.
Ashlea earned her Bachelor of Science in Finance from the University of Florida.
Note: Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Education
Bachelor of Science, Finance, University of Florida
