Ashley Patterson
Financial professional, Co-Host
Ashley Patterson is a seasoned financial professional with over 17 years of experience in estate and wealth planning. Born and raised in Dallas, Texas, Ashley comes from a family with a combined 120 years of experience in financial services, giving her a deep understanding of the importance of protecting and growing wealth across generations. As a member of the Daughters of the American Revolution and the Colonial Dames, Ashley takes great pride in her heritage and her commitment to helping families secure
their financial future.
Ashley’s dedication to her clients is rooted in personal experience. After witnessing her grandmother lose nearly half of her retirement savings during the “dot-com crash” of 1999, she became passionate about guiding clients toward reliable income strategies and avoiding the pitfalls of market volatility. She has successfully navigated her clients through challenging economic cycles, including the Great Recession of 2008, while helping them capitalize on opportunities in the ensuing bull markets. With her prudent and insightful approach to estate and wealth planning, Ashley ensures her clients receive the tailored advice and strategies they need to preserve their legacies and achieve their financial goals.
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