Meet the Team

Ashley Bell serves as a Client Service & Operations Specialist with The R.O.W. Group,working closely with our Business & Family Continuity clients and their families. In her role, Ashley helps coordinate the many details involved in their personal, family, and business planning while providing the highly personalized, attentive service that is at the heart of The R.O.W. Group.

Ashley takes pride in getting to know the people behind the financial plan—understanding their families, their businesses, their priorities, and what matters most to them. She helps clients navigate the details of their financial lives, coordinates with their other professional advisors when needed, and follows matters through from beginning to end. Her goal is to make even complicated processes feel organized and manageable while ensuring clients know they have someone who is paying attention and there to help.

Ashley brings more than 14 years of experience supporting financial advisors and their clients to this role. Prior to joining The R.O.W. Group, she gained extensive experience working with individuals, families, and business owners across a broad range of wealth management needs, including investment and retirement accounts, life insurance, and sophisticated estate and legacy planning. She has also worked closely with clients’ attorneys, accountants, and other professional advisors, giving her a strong understanding of the coordination often required when serving families with complex financial needs.