Abingdon, VA 410 West Main St. Office

Emily Lee is a CFP® professional with 12 years of experience in financial advising, currently with Cambridge Investment Research Advisors. She has previously worked with firms including Concord Wealth Partners, Cetera Advisor Networks, Carson Wealth, and Merrill. Lee serves on the boards of the Boys & Girls Club of Mountain Empire, Highlands Community Services, and the William King Museum of Art. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base with financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm offers a range of implementation options, including proprietary and third-party strategies, delivered through a network of independent Financial Professionals.

Robert Ashley is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2012 and has owned Robert Ashley & Associates, Inc., a firm specializing in insurance, benefits, and human resources, since 2002. He serves as a church deacon and is a board member of the Museum of Middle Appalachians. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent professionals, utilizing multiple platform arrangements and a mix of proprietary and third-party strategies.