Financial Advisor

Ashley Glynn was raised in Fort Myers, she is a Fort Myers High school grad and also attended Florida Gulf Coast University where she obtained her Bachelors of Science and Masters in Business Administration.  Ashley is a former college volleyball player for the Eagles, playing in their inaugural seasons 2005-2010.

She joined Blue Chip Financial of Southwest Florida as a founding member in November of 2014 as a Financial Advisor. She started in the financial services industry upon completion of her MBA in 2011 with Northwestern Mutual. At Northwestern Mutual as the College Unit Director she was successfully able to recruit and educate college interns on the Financial Services Industry – mentoring the students for the opportunities in front of them post-graduation.

Ashley holds her FINRA Series 6, 63, and 65 along with her Life, Health, and Variable Insurance licenses. Her focus is on building lifelong relationships with her clients, they share their personal goals and aspirations for retirement, their business, and family with her. She then works to combine their feelings with the facts to help create a tax efficient plan.  Along the way, she is conscious of protecting assets and properly transferring the assets into income towards retirement.  Ashley sees her job as being the advocate for her client’s family, retirement, business, and portfolio.

In Ashley’s free time she enjoys vacationing, and relaxing with her family.  Ashley and Ryan, who is also a partner at Blue Chip Financial have 2 boys, Easton and Brady.  

Ashley is licensed to conduct insurance and securities business in Florida, Georgia, Texas, Pennsylvania, Michigan and Massachusetts.

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My Approach

Knowledge is the key to a successful financial future. My background, experience, and commitment to providing you with the resources you need to make financial decisions can help make your financial future as successful as you need it to be.  I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them.

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This helps me recommend products and strategies designed to meet your current needs, and more importantly, your future needs.

My goal is to provide holistic, comprehensive financial services to individuals and businesses. I  can help you make good financial decisions seeking to help avoid potential issues by providing you with superior client service focused on tailored, objective financial strategies, to help you reach your goals.

Our Six
Step Process

Six clear steps. One powerful strategy for your financial future.

Identify

your unique situation
and goal.

Gather Information

to prepare your strategy.
Managed

Analyze

your current portfolio to identify any gaps that may exist.

Present Strategy

review your goals and discuss recommended strateties

Review

strategies in place so you can make informed decisions & meet goals

Implement

strategies to help you achieve financial freedom.

Solutions That Have Impact

Achieving your financial goals takes patience to create the kind of possibilities that money can buy. Whether you’re saving for a home, a college education, a dream project, or preparing for retirement, having a trusted financial professional can support and guide you to make solid decisions that can turn life goals into reality.

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Personal Solution

Protection

  • Life Insurance
  • Disability
  • Income Insurance
  • Long Term Care
  • Medical | Health | Dental

Retirement
Services

  • 401(k)
  • 403(b)
  • 457(b)
  • IRAs
  • Roth IRA
  • Defined Benefit Plans

Investment Products Services

  • Annuities (Fixed & Variable)
  • Brokerage
    Investments

Estate Planning

  • Tax Efficiency Strategies
  • Charitable Giving

*Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA. Consult them for specific advice on legal and tax matters.

Business Solutions

Smart solutions for succession, compensation, and employee benefits. Helping businesses protect what they’ve built and plan what’s next.

Succession
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  • Buy-sell protection
  • Key person coverage
  • Buy-out funding

Qualified Plans

  • 401(k)
  • Simple/SEP IRAs
  • Defined Benefit Plans

Non-Qualified
Plans

  • Executive Bonus
  • Deferred Compensation
  • Split Dollar

Group Benefits*

  • Health Savings Account
  • Dental Insurance
  • Vision Insurance
  • Life Insurance
  • Long Term Care
  • Disability Insurance

* Some products offered by unaffiliated insurers.

Associated with MassMutualSupported Independence Platform
BrokerCheck by FINRA