Coldstream Wealth Management
Ashley Anderson is a seasoned professional in client service and financial management, currently serving as a Senior Client Service Associate at Coldstream Wealth Management since May 2021. Prior to this role, Ashley worked at Paracle Advisors from October 2015 to May 2021 as a Client Service Administrator, where responsibilities included managing time-sensitive tasks and administering financial plans and investment portfolios to assist families in managing their details. Ashley's earlier experience includes working as a Personal Banker and Investment Specialist at Seafirst Bank/Bank of America from September 1990 to October 1996. Ashley holds a Bachelor's degree in Psychology from the University of Puget Sound, earned between 1986 and 1990.
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Coldstream Wealth Management
Coldstream is an employee-owned, independently-operated wealth management firm that’s been earning the trust of high net-worth clients since 1996. We guide you through the complexity of wealth management so that you can have peace of mind while achieving the financial and lifestyle goals important to you. Coldstream Wealth Management is a wholly-owned subsidiary of Coldstream Holdings, Inc.”