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Ashley P

CFP®, Series 63

Phoenix, AZ

Schwab Wealth Advisory

Ashley Parriott is a CFP® professional with 20 years of industry experience. She is currently with Schwab Wealth Advisory Inc. and Charles Schwab, having joined in 2021, and previously worked for THE Vanguard Group, Inc. for 18 years. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations using Charles Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees, distinguishing it from many enterprise wealth managers.

Passive / index investing Private / alternative investments
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