Ashley R. Agnew

Associate Director of Relationship Development

Ashley is drawn to the finance industry because of its dynamicity, and when she graduated with her bachelor’s degree in marketing and communications writing during the heart of the recession in 2008.

Ashley wanted to understand more about the industry that had the power to slow the world. Prior to working at Centerpoint, she held various client facing roles at a management level, and she was eager to find a position where she could apply her relationship management and business development skills with the knowledge gained through her higher education surrounding financial services. After meeting the Centerpoint team through an internship during her MBA program, it was clear that the philosophy, work ethic, and vision at Centerpoint Advisors was a great fit for her desire to create valued relationships in investment management.

Background

Ashley is an alumnus of University of Massachusetts where she earned her B.S. in Business Administration, majoring in marketing with a minor in communications writing. She held many client facing marketing and managerial roles post-graduation, and decided to continue her education in 2013 by pursuing a graduate degree. In 2015, she graduated with her Master’s of Business Administration in Global Finance with honors from Bryant University and began working with Centerpoint during the later half of her graduate program. She is currently enrolled in the Financial Therapy Graduate Program with Kansas State to further her skills in assisting clients in finding financial harmony.

Working at Centerpoint

Ashley helps Centerpoint clients have a better relationship with their wealth and assists with inter-generational wealth transfers. She facilitates many of our financial coaching programs providing emotional and educational preparation for the next generation. These include financial coaching and literacy, college savings and retirement product research, and family round-table facilitation and moderation. Ashley also leads our educational seminars, website and management, as well as customer relationship database management. Ashley is a Board Member of XPX New England where she serves as the Chair of the Marketing Committee.

Outside the Office

During her downtime Ashley loves spending time with her family taking drives to new beaches, parks, and trails where her children can explore. She especially enjoys discovering pet-friendly areas where she can bring along her mastiff mutt Chewbacca. She and her husband also enjoy golfing, watching Boston sports teams, and planning their annual family summer getaway when they try to visit a unique destination every year (suggestions welcomed!). Ashley is also on the board of directors for Creative Little Leaders, a non-profit organization that is passionate about providing educational programming that embraces creativity, and assists young leaders in developing kindness and compassion skills.

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But the important thing about the sky, is that it is always there.

Margaret Wise Brown