Ashlee Piroli

Sales Assistant

Who is Ashlee Piroli?


Ashlee is the anchoring half of a life partnership with her husband Michael and a devoted mother to four young children. Ashlee and Michael welcomed their youngest in September 2014. When Ashlee is away from the office she enjoys spending time with her family, playing board games and watching Formula 1. She has an open, outgoing personality and enjoys talking to people. Ashlee also enjoys working on family art projects. She has a passion for photography and loves capturing the moments and milestones of her children’s lives.

Proud


Ashlee is proud to be working for a company that cultivates a family friendly environment.

Responsibilities


Ashlee supports three financial advisers, Martin McClellan, Christopher Vargas and Steve Rose. She takes incoming calls and assists clients with any non-trading related needs. She processes all distributions, contributions and assists in opening new accounts.

Life Pride /Accomplishments


Ashlee is most proud of the relationships she has built with the clients of Legacy Wealth Planning. She brings ten years of experience to the financial planning industry and has completed the series 7 and series 66 exams.