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Ashley W

Series 66

Griffin, GA

Kingswood Wealth Advisors, LLC

Ashley Webb is a financial advisor at Kingswood Wealth Advisors, LLC with 9 years of industry experience. She holds a Series 66 designation and has worked with firms including Kingswood Capital Partners, Benchmark Investments, and American Global Wealth Management. Outside of her advisory role, she serves on the board of A Friend’s House, a local nonprofit group home for minors, and coaches varsity girls soccer at Saint George Episcopal School. Kingswood Wealth Advisors serves a diverse client base including individual investors, high-net-worth clients, and institutions, providing portfolio management, financial planning, and ERISA plan advisory services. The firm offers customized investment solutions using an open-architecture platform and frequently incorporates third-party managers while supporting insurance-linked account management.

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