Ashlee Willis is a financial advisor with a passion of helping her clients understand their financial goals and designing strategies to achieve them.
In 2019, Ashlee joined Financial Design Group with 13 years of industry experience. Like FDG, she prioritizes doing the right thing for clients and delivering consistently excellent service. Ashlee graduated from Miami University of Ohio in 2008 with a Bachelor of Arts, while balancing a full-time job in banking. She currently holds the Series 6, 7, 66, and life insurance licenses.
Ashlee specializes in working with women, millennials, working families, and retirees to create personalized solutions for their financial needs. As the daughter and sister of union workers, she also has a unique understanding of the needs of these families.
When she’s not working, Ashlee loves spending time in her hometown of Hamilton, Ohio. She spends her time volunteering, enjoying the arts and staying active in her community.
Registered representative and investment advisor representative of Securian Financial Services, Inc. Securities and investment advisory services offered through Securian Financial Services, Inc. Member FINRA/SIPC. Financial Design Group is independently owned and operated.
2544397 05. 2019