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, she wanted to understand more about the industry that had the power to slow the world and how she could help families gain comfort with wealth. 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.
Ashley brings a vast knowledge to the area of relationship development to ensure optimal client outcomes by truly keeping a finger on the pulse of what is most important to Centerpoint clients. Prior to working at Centerpoint, she held various client facing roles at a management level, and she understands that finances touch many aspects of our lives. Ashley uses processes informed by both therapeutic and financial competencies that help people think, feel, and behave comfortably around money to improve overall wellbeing.
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. Following many client facing roles post-graduation, she decided to continue her education by pursuing a graduate degree. In 2015, she graduated with her MBA in Global Finance with honors from Bryant University and began working with Centerpoint during the latter half of the program and obtained her FINRA series 65 license. She is currently enrolled in the Financial Therapy Graduate Program at Kansas State and a CFT-I candidate as she is in constant pursuit of the best resources to assist clients in reaching 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, therapy and literacy, college and retirement savings strategies, and family round-table facilitation and moderation. Ashley is a Board Member of XPX New England where she serves as the Chair of the Marketing Committee, and is active member of the Financial Therapy Association where she is on the programming and marketing committees. She holds
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.