Ashlee Henson, CFP®

Portfolio Advisor


Ashlee Henson is a portfolio 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 three years of experience in financial services as a financial planning specialist and a client associate.

Certifications

Certified Public Accountant, Alabama
CERTIFIED FINANCIAL PLANNER™

Professional and Community Service

Nashville Sports Council, 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