Ashley Agnew brings a unique and compassionate perspective to wealth advisory, combining financial expertise with emotional insight to help clients build healthier relationships with money. As a Certified Financial Therapist™ Practitioner, she integrates therapeutic and financial frameworks to support clients in navigating life’s transitions with clarity and confidence.

Working at Centerpoint:

Ashley joined Centerpoint Advisors after completing her MBA in Global Finance, drawn to the firm’s relationship-first philosophy. She now leads the firm’s Financial Wellness initiatives, offering guidance in areas such as financial literacy, coaching, pre-marital counseling, family communication, and intergenerational planning.

Ashley focuses on delivering personalized financial wellness programs that blend emotional understanding with strategic advice. She facilitates client education across generations, moderates’ family roundtable discussions, and supports major life transitions. Ashley is also a key voice in the financial therapy field, serving as President of the Financial Therapy Association in 2024 and contributing regularly to national media outlets and academic journals.

Background:

Ashley holds a B.S. in Business Administration from the University of Massachusetts and earned her MBA with honors from Bryant University. She completed the Financial Therapy Graduate Program at Kansas State University and all core training through the Financial Therapy Association. Ashley also holds the FINRA Series 65 license and is committed to ongoing study in mindfulness and emotional intelligence to better serve clients.