Ashley Greene, JD, LLM
Director, Advanced Planning
In her role, Ashley helps Waddell & Reed advisors with advanced planning needs, providing them with knowledge and tools necessary to build a solid and effective financial plan. She also provides training and education to advisors seeking to broaden the scope of their business.
Ashley began her career with Nationwide financial in 2003, holding various positions in investment product development and sales. This background provided experience across many facets of the industry, including mutual funds, managed accounts, annuities and retirement plans.