Our Team

Ashlee Fox

Vice President, Private CFO®

Hometown: Morristown, NJ

States Licensed: CO, FL, GA, HI, MD, MI, NV, NY, NC, OH, PA, SC, VA, WV

Mount Pleasant, SC
Ashlee Fox

Ashlee Fox

Vice President, Private CFO®

Awards & Credentials

  • Series 7
  • Series 63
  • Series 66

About

Born in New Jersey, Ashlee moved to Naples, Florida as a child, where she later began her career in the financial industry. Ashlee's career spans over ten years, during which she has held various positions in wealth management. Starting in retail banking, Ashlee moved on to Morgan Stanley as a client service associate and later joined Raymond James as a registered client service associate. Most recently, she worked as a planning consultant at Fidelity Investments. For the last three years, Ashlee has worked in Charleston, South Carolina, and lives with her daughter, Allie. She is currently attending Purdue University Global, pursuing a Bachelor of Science in Finance, focused on Wealth Management and Financial Planning. When she is not at work or attending classes, Ashlee enjoys working out, going to the beach, and spending time with family and friends.


Are you an early bird or a night owl?

Night Owl

If you could have the power of teleportation right now, where would you go?

Wall Street - 1989

What is the last TV show you binge-watched?

The Handmaid's Tale

Motto or personal mantra?

"You get what you give"

Featured Videos

1 /

Background and qualification information is available at FINRA's BrokerCheck website.

* Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC.

+ Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. oXYGen Financial is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice. Investor Disclosures: https://Bit.ly/KF-Disclosures

Sign Up

Sign up for our exclusive Sunday Paper with a weekly market commentary, insightful personal finance blogs, and life changing education guides.

Email sign up

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. oXYGen Financial is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice. https://Bit.ly/KF-Disclosures

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS Compliance Department at 844-553-7872.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. Kestra IS and Kestra AS makes no representation as to the completeness or accuracy of information provided at these web sites. Nor is Kestra IS and Kestra AS liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.