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Jason B

CFA®, Series 63, Series 65

Brentwood, TN

Wealth Enhancement Advisory Services, LLC

Jason Beaird is a CFA® charterholder with 15 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His career includes prior roles at Kings Point Capital Management LLC and Merrill. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and uses a diversified, risk-class based investment process that combines passive and active strategies overseen by an internal Investment Committee.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Ashton W

Series 65

Brentwood, TN

Wealth Enhancement Advisory Services, LLC

Ashton Weddington is a financial advisor at Wealth Enhancement Advisory Services, LLC with a Series 65 credential and experience beginning in 2022. His background includes roles at USHEALTH Group and the City of Clarksville Parks and Recreation Department. He has worked in the financial services industry since 2022. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that combines passive and active managers, overseen by an internal Investment Committee.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Samantha B

CFP®, Series 65

Brentwood, TN

Wealth Enhancement Advisory Services, LLC

Samantha Bell is a CFP® and Series 65 credential holder affiliated with Wealth Enhancement Advisory Services, LLC. She has experience working at Kings Point Capital Management LLC from 2016 to 2022 and has been with Wealth Enhancement and its affiliate since 2022. Samantha is based in Brentwood, TN. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management through a large advisor network, offering diversified investment solutions that combine passive and active managers with oversight from an internal Investment Committee.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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