Ashley Lenz
Financial Advisor at Merrill Lynch
Based in Coeur d'Alene, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Coeur d'Alene
Industry
Financial Services
Company size
35K
Contact information
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a•••••••@ml.com
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Background
About Ashley Lenz
After beginning my career as an accountant in the banking industry, I wanted to use my talents to work with individuals and families to manage the complexities of their financial lives as they pursue their goals and aspirations. Drawing on my background as a Certified Public Accountant*, I work closely with tax and legal advisors to create wealth strategies tailored for each client's unique circumstance. The connection and trust our team develops with our clients is something I hold very dear. I honor this trust with a personal commitment to serve our clients with excellence, integrity, and transparency.*I hold an inactive CPA license. I do not provide legal or tax advice in my role as a Merrill Financial Advisor.
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