Ashley White, FPQP

Portfolio Administrator

Ashley White is a Portfolio Administrator and Financial Paraplanner Qualified Professional at HeadInvest. Ms. White works closely with the portfolio managers and is responsible for a multitude of duties including but not limited to, client onboarding, assisting with financial plans and placing trades as well as account reporting and maintenance. Prior to joining HeadInvest in 2023, Ms. White worked at Nvest Financial for four years, where she was most recently a Planning Assistant, Client Administrator. In her role at Nvest, Ms. White assisted advisors with financial and retirement planning, and was responsible for account-opening procedures and facilitating money movement. She holds a B.S. in Healthcare Management from Regent University and studied Psychology and English Literature at Oxford University for a summer semester. Ms. White is a Financial Paraplanner Qualified Professional, a Notary, and is certified in Microsoft Excel. Outside of the office, she enjoys kayaking, walking her dog on the beach, and enjoying time with friends and family. She is also part of the United States Coast Guard Auxiliary.