A dedicated resource for client service.

Ashley Muncy

Cleveland Office:

9680 Sweet Valley Drive Suite B
Valley View, Ohio, 44125

Toledo Office:

1715 Indian Wood Circle
STE 200
Maumee, OH, 43537

Toll-Free: (877) 842.9535

Ashley is the primary point of contact for client onboarding and service as well as operational functions for our firm. Ashley strives to leverage our state-of-the-art technology to make the client experience seamless from the time of account opening.

Ashley assists with beneficiary changes, name changes, checking account changes, etc.

Ashley is dedicated to being a resource to provide timely responses to client service needs.

Ashley Muncy

A dedicated resource for client service.

Ashley is the primary point of contact for client onboarding and service as well as operational functions for our firm. Ashley strives to leverage our state-of-the-art technology to make the client experience seamless from the time of account opening.

Ashley assists with beneficiary changes, name changes, checking account changes, etc.

Ashley is dedicated to being a resource to provide timely responses to client service needs.

Cleveland Office:

9680 Sweet Valley Drive Suite B
Valley View, Ohio, 44125

Toledo Office:

1715 Indian Wood Circle
STE 200
Maumee, OH, 43537

Toll-Free: (877) 842.9535