Ashley Mahner is a Registered Assistant and Chief Administrator in the New Orleans office of Bezou Financial Planning Group. Ashley specializes in making sure the initial client experience as efficient and with the least effort required by our clients. She prepares advisors for client meetings and is well-versed in the types of Accounts and Financial Service vehicles that will help clients meet their financial goals. She ensures the smooth transfer of money, the setting up of initial monthly contributions or income distributions and ensures the firm has a systematic plan for following up with clients regularly and when events occur within their plan.
Ashley has over 15 years of experience in the financial services industry, starting as a teller and quickly moving to personal banker at Chase and, later, Capital One, where she moved up eventually to become a successful financial advisor on the top team in the country. She holds her Series 7, 66 registrations and insurance licenses. Ashley joined Bezou Financial Planning Group in July of 2019 and is thrilled to once again work with Jason and other former colleagues from Capital One, who Ashley says are some of the most caring professionals with whom she has have ever had the pleasure to work. “We truly care about our clients and strive to make their lives better,” she said.
Ashley attended the University of New Orleans. She enjoys cooking and yoga and lives in Harahan with her husband and two sons. The family also includes rescue dogs Buster, a pit bull mix, and Stormy, a Louisiana Catahoula mix.