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Samantha N

Series 63, Series 66

Fort Worth, TX

Ally invest Advisors

Samantha Newsom is a financial advisor at Ally Invest Advisors with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Ally Invest Advisors since 2021, following over a decade at TD Ameritrade. In addition to advising clients, she serves as Director of Product Management at Ally Invest Advisors, collaborating with advisory teams. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual solutions. The firm offers ETF-based Robo Portfolios and Financial Advisor-delivered Personal Advice, utilizing model portfolios grounded in Modern Portfolio Theory across multiple risk tiers.

ESG / Sustainable investing Tax-loss harvesting Income planning Retirement income strategy
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Ashley L

Series 63, Series 66

Fort Worth, TX

Ally invest Advisors

Ashley Liggins is a financial advisor at Ally Invest Advisors with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Clientwise LLC, TD Ameritrade, Insight Global, and J. Kelly & Associates. Liggins manages product advisor services and operations for Ally Invest Advisors, focusing on wealth product management. Ally Invest Advisors serves a large retail client base, including individual and high-net-worth clients, offering discretionary portfolio management through automated web-based services and advisor-led guidance. The firm uses ETFs in pre-set model allocations based on Modern Portfolio Theory and integrates digital processes to manage tens of thousands of client accounts.

ESG / Sustainable investing Tax-loss harvesting Income planning Retirement income strategy
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Leslie K

Series 66

Fort Worth, TX

Ally invest Advisors

Leslie Kelly is a financial advisor at Ally Invest Advisors with 10 years of industry experience. She holds the Series 66 designation and has previously worked at TD Ameritrade. Kelly also serves as a Wealth Product Manager, supporting both Ally Invest Securities and Ally Invest Advisors in a dually registered capacity. Ally Invest Advisors serves a large retail client base, including individual and high-net-worth clients, offering discretionary portfolio management through automated and advisor-led services. The firm utilizes ETF-based portfolios grounded in Modern Portfolio Theory, with model allocations tailored across multiple risk tiers and strategy variants.

ESG / Sustainable investing Tax-loss harvesting Income planning Retirement income strategy
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