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Ashley Gerner, Financial Advisor

FINANCIAL ADVISOR
Ashley I Gerner

CFP®
7925 180th Ave S E, Suite B, Wahpeton, ND 58075opens in a new window
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • College Savings

About Ashley

I have served as a financial advisor with Edward Jones since 2015. Prior to becoming a financial advisor, I worked as a director for a national nonprofit organization.

Using an established process, I partner with my clients to build personalized financial strategies designed to achieve their unique goals. I take the time to get to know my clients, what is important to them and the legacies they wish to leave for their loved ones. I then work with my clients on putting a strategy in place around their specific goals, needs and timelines. Once the strategies are implemented, I partner with...

Work History

  • Edward JonesMay 2015 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • North Dakota State UniversityBachelor of Science

Personal Interests

  • Spending Time with Family
  • Traveling
  • Camping
  • Hiking
  • Reading

Team Members

  • Amber Jacobson
    Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(701) 671-8028

Fax

(844) 896-1253

Office Address

7925 180th Ave S E
Suite B
Wahpeton, ND 58075opens in a new window

Mailing address

Po Box 728
Wahpeton, ND 58074

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