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Ashlee Piroli | Legacy Wealth Planning Legacy Wealth Planning

Ashlee Piroli

Registered Administrative Associate, LPL Financial

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. When Ashlee is away from the office she enjoys spending time with her family, tending to her small urban farm and watching Formula 1. She has an open, outgoing personality and enjoys talking to people.  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 two financial advisers, Martin McClellan and Christopher Vargas. She takes incoming calls and assists clients with all account 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 over a decade of experience to the financial planning industry. In 2017 she achieved her personal goal and passed the series 7 and series 66 exams, to become a registered administrative assistant.