Ashley W. Caudle, CRC®
Investment Advisor Representative
Ashley Caudle is a partner with Noble Wealth Advisors. She has been working in the financial services field for over 20 years. As a Financial Advisor with Noble Wealth Advisors, Ashley draws on her extensive investment and banking background to enable her to help clients pursue their long-term financial goals. Her experience provides her knowledge and skills to understand not only the personal financial needs of her clients but also the economic trends and potential risk that affect them. Ashley utilizes the many trusting relationships she has built throughout the years to assist clients of all ages and financial backgrounds to find and create a personalized goal based solution.
As a financial advisor, Ashley uses planning tools and recommends strategies clients can use to pursue financial goals and objectives. These comprehensive strategies include solutions for current income, money for the future, asset allocation, retirement planning, educational planning, and portfolio management. She also introduces ways to manages risk with life, liability, and long term care insurance to protect and leave a legacy.
During her professional career, Ashley has earned her Series 7 (General Securities Representative), Series 6 (Investment Company Products/Variable Contracts Limited Representative), Series 63 (Uniform Securities Agent) and Series 66 (Investment Advisers Law Exam) Securities Licenses as well as a Group 1 Insurance License. In 2011, Ashley was certified as a "Certified Retirement Counselor" by the International Foundation for Retirement Education.
In addition to work, Ashley is married and has three sons. She is an active member of Crossroads Baptist Church and was Elected to serve as a School Board Trustee for the Elysian Fields Independent School District.