Ashlee Henson, MBA, CPA, CFP®

Associate Wealth Advisor


Ashlee Henson is an associate wealth advisor with Kraft Asset Management, LLC (KAM). In this role, she assists the KAM wealth advisors with the management of client relationships and portfolios. Ashlee actively participates in the advanced planning process to address retirement, estate and tax considerations. She then uses this information for investment plan development, portfolio design and the implementation and management of client portfolios.

Ashlee has more than five years of experience in financial services as a financial planning specialist and a client associate.

Certifications

Certified Public Accountant, Alabama, Tennessee
CERTIFIED FINANCIAL PLANNER™ Professional
Financial Industry Regulatory Authority (FINRA) Series 65 License

Professional and Community Service

Bethany Christian Services, Board Member
Junior Achievement of Middle Tennessee, Volunteer
Second Harvest Food Bank, Volunteer
Nashville Sports Council, Former Member

Education

MBA, Accounting, Summa Cum Laude, Troy University
B.S., Business Administration & Accounting, Magna Cum Laude, Troy University
A.A., Accounting, Cum Laude, Enterprise State Community College