Ashley McHarrie

Background

About Ashley McHarrie

For the past decade, I've proudly been an advisor in The Leland Group at Merrill, managing the wealth and finances of affluent families and institutions along with my team. The most rewarding part of our role is providing purpose-built advice to help our clients achieve their goals over many years and generations. For our clients – non-profit organizations, as well as wealthy individuals and families – we provide a disciplined, planning-based approach to investing their assets and managing their liabilities. As Merrill Institutional Consultants, we have the privilege of being among a limited number of advisors in the firm whose experience is particularly in institutions and non-profit organizations. From asset allocation modeling and rigorous portfolio manager selection to donor development and governance strategies, we tailor mission-focused potential solutions and offer ongoing advice and guidance. We do this in a transparent, empowering, and inclusive way for the boards and investments committees we serve, recognizing different backgrounds and levels of financial literacy. We also bring a deep bench of resources through our partners in Bank of America and Private Bank. We believe our relationship to these resources will provide our clients with the robust insights and access they require, delivered by the familial feel of our smaller team. In working with you, we truly strive to achieve "the power of big, and the spirit of small."*Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.