Ashley Davis

Ashley Davis joined her husband Stephen’s team at Merrill Lynch in April 2007. Stephen began his career with Merrill in 1999. In 2007, he realized he needed another team member to maintain the high standard of client service he expected from himself while continuing to grow his business. He didn’t have to look far to find the perfect fit in Ashley.

Today, Ashley is primarily responsible for much of the routine client contact, wealth management planning, retirement rollovers and event planning. Together with Stephen, they have built a relationship-centered practice that provides thoughtful wealth management strategies and discretionary portfolio management to their clients.

Prior to joining Stephen at Merrill, Ashley found a thank you note to Stephen from a client’s daughter.

“She expressed how much it meant for her to know Stephen was looking out for her mom’s best financial interest,” Ashley said. “It made me want to be a part of what he was doing.”

Ashley graduated from the University of Mobile with a degree in accounting and received her MBA from the University of Alabama at Birmingham. She also holds a Chartered Retirement Planning Counselor designation.

Ashley and Stephen reside in Vestavia Hills. They attend Valleydale Church and have two Yorkshire Terriers, Maverick and Chase. She enjoys spending time at Lake Martin, travelling and scrapbooking. 

569 Brookwood Village, Suite 501

326-9542 • fa.ml.com/thedavisgroup

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