Ashley E. Iddings, CIMA®, CPWA®

Managing Director

Ashley is a Managing Director and head of Wealthspire Advisors’ Potomac, MD office. She has been with the firm and its predecessors since 2008, and has more than 20 years of experience in the wealth management industry. In her role as an advisor, she specializes in coordinating the financial affairs of individual clients and client families, with a strong emphasis on thoughtful and attentive service.

Ashley has been named a “Top Financial Advisor” by Washingtonian Magazine for three years running and is also one of Bethesda Magazine’s “Top Financial Professionals” for 2022. She is an active member in the Investments and Wealth Institute, serves as finance chair at Chevy Chase United Methodist Church, and sits on the Professional Advisors Council of the Greater Washington Community Foundation.

Previous Experience

  • Director at Highline Wealth Management
  • Associate Director at Convergent Wealth Advisors
  • Staff Accountant at PwC

Education & Credentials

  • BSBA, American University – Kogod School of Business, Accounting Concentration
  • Certified Investment Management Analyst®
  • Certified Private Wealth Advisor®
  • Series 65 license

 

CIMA®, CERTIFIED INVESTMENT MANAGEMENT ANALYST®, CPWA®, and CERTIFIED PRIVATE WEALTH ADVISOR® are registered certification marks of Investment Management Consultants Association Inc. doing business as Investments & Wealth Institute.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.