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Andrea Doss Ashley

Advisor at Brookstone Wealth Advisors, LLC — Gadsden, AL

Updated today

Credentials

Series 63, Series 65

Experience

13 years

Location

Gadsden, AL 35903

Brookstone Wealth Advisors, LLC logo

Brookstone Wealth Advisors, LLC

Investment Manager

Total advisors

223

Across 173 offices

Clients per advisor

0

Avg AUM per client

—

HNW client ratio

—

About

Andrea Ashley is a financial advisor at Brookstone Wealth Advisors, LLC with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with various insurance companies since 2011. Prior to joining Brookstone Wealth Advisors in 2021, she spent a decade at MWA Financial Services Inc. and Modern Woodmen of America. Outside of advisory work, she is involved with Ashley Financial Holdings LLC, an entity related to managing office property. Brookstone Wealth Advisors delivers investment management primarily through sponsored and pooled vehicles, serving retirement plans, trusts, and institutional clients. The firm employs a mix of active and passive strategies via model portfolios and a wrap-fee program and manages accounts on a discretionary basis with documented client objectives.

Client services

Based on Brookstone Wealth Advisors, LLC

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on Brookstone Wealth Advisors, LLC

Active portfolio management Options & derivatives strategies Tax-loss harvesting

Occupation focus

Based on Brookstone Wealth Advisors, LLC

Founder/Business Owner Retired

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Fee options

Fixed

Fixed fees for financial planning services ranging from $200 to $5,000 or more

Commissions

Commission-based compensation for insurance and annuity products sold by some associated persons

Project-based

Up to $350 per hour for financial planning services

Other

Account minimum: $25,000 Minimum fee: Up to $500 annually for ERISA plans, either as fixed fee or not to exceed 1.0% of plan assets annually Fee-only: Hourly fees up to $350/hour billed in six-minute increments; Fixed fees ranging from $200 to $5,000 or more for financial planning

Location

See office

Gadsden, AL

813 Riverbend Drive

Gadsden AL 35903

Advisors at this office

1

Most active in

Alabama · Florida

Work history

13 years of industry experience

Brookstone Wealth Advisors

2021 - Present • 5 years

Wheaton, IL

Various Insurance Companies

2011 - Present • 15 years

Hokes Bluff, AL

MWA Financial Services Inc.

2011 - 2021 • 10 years

Rock Island, IL

Modern Woodmen Of America

2011 - 2021 • 10 years

Rock Island, IL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Tommie G

Series 63, Series 65

Gadsden, AL

Goggans Group Inc

Tommie Goggans is the sole advisor at Goggans Group Inc, an independent firm based in Gadsden, Alabama. He holds Series 63 and Series 65 licenses and has 21 years of industry experience, including 13 years with Goggans Group Inc. Goggans Group Inc is a fee-only investment adviser serving individual and small business clients with discretionary portfolio management and integrated financial planning. The firm emphasizes asset allocation and primarily uses exchange-traded funds, supplemented by stocks and bonds, to manage portfolios on a discretionary basis while incorporating client preferences and market conditions.

General retirement planning Cash flow / budgeting
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Charles J

Series 65

Glencoe, AL

Longview Financial Advisors, Inc.

Charles Johnson is a financial advisor at Longview Financial Advisors, Inc. in Glencoe, AL, holding a Series 65 designation with six years of industry experience. He has been with Longview Financial Advisors since 2010. Longview Financial Advisors provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a research-driven, multi-asset class approach and offers discretionary and non-discretionary advisory services, pension consulting, and planning-only engagements.

General retirement planning Retirement income strategy Charitable giving & philanthropy Tax strategies for small businesses Private / alternative investments Retired Founder/Business Owner
user avatar

John D

Series 66

Gadsden, AL

Level Four Advisory Services

John Day II is a financial advisor at Level Four Advisory Services with one year of industry experience. He holds a Series 66 designation and previously worked at Bain & Company for seven years. His background also includes roles at AssetVault and the University of Virginia. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and municipal entities. The firm provides financial planning, asset management, retirement-plan consulting, and fiduciary services through model portfolios, wrap platforms, and sub-advisors.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Tax strategies for small businesses Wealth management Founder/Business Owner Executive
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Bryan M

Series 63, Series 66

Gadsden, AL

T. Rowe Price Advisory Services, Inc.

Bryan Mc Cain is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been with T. Rowe Price since 2017 and previously worked at Mutual of Omaha Insurance Company and Mutual of Omaha Investor Services from 2016 to 2017. T. Rowe Price Advisory Services offers a retirement-focused advisory service that combines financial planning, retirement income planning, and discretionary investment management using model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs. The service targets individual investors and households aiming for retirement goals and features electronic enrollment and proprietary fund investments.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Retired
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Brian N

Series 63, Series 65

Rainbow City, AL

Cetera

Brian Nelson is a financial advisor with Cetera who holds the Series 63 and Series 65 licenses and has 19 years of industry experience. His prior roles include positions at OSAIC, N&P Private Wealth Management, SagePoint Financial, and MWA Financial Services. Nelson is a co-founder and board member of Mayhem Missions, a fitness-based nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive

Micah L

Series 66

Gadsden, AL

Merrill

Micah Langston is a Financial Advisor with Merrill Lynch Wealth Management, serving individuals, families, and small business owners by providing personalized financial guidance. He focuses on building strong relationships and understanding clients' unique goals to deliver strategies aimed at growing, preserving, and effectively using wealth. Micah emphasizes a planning-first approach that aligns financial decisions with broader life priorities, including retirement planning, investment management, risk management, and multigenerational planning. He holds a Bachelor's Degree from the University of Alabama System and maintains the Personal Investment Advisor (PIA) designation. His expertise includes employee benefits planning, managing new wealth, personal retirement planning, small business strategies, and working with clients in sports and entertainment sectors. Micah is also involved with professional and community organizations such as the Church of the Highlands, and volunteers with the Local Juvenile Center, Ronald McDonald House, and Samaritan's Purse - Operation Christmas Child. Outside of his professional role, Micah enjoys golfing, painting, pickleball, skiing, table tennis, and volleyball.

General retirement planning Wealth management Retirement income strategy Business ownership considerations Multi-generational wealth transfer Founder/Business Owner Financial Professional Established Professionals Parents Married/Couples/Partners
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