Ashley Iddings, CIMA®, CPWA®
Managing Director
Ashley is a Managing Director and head of Wealthspire 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 one of Washingtonian Magazine's Top Financial Advisors for five years running, has been listed as one of Forbes' Top Women Wealth Advisors - Best-in-State since 2021, and has also been voted one of Bethesda Magazine's "Top Financial Professionals" since 2022. In 2025, she was named to InvestmentNews' $100M Club: Top Female Advisors list. 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.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
