Acorn Advisors Group

Ashley N. Mongan

Ashley provides administrative and operational support to the team. Serving clients in a timely and accurate manner brings her a great deal of satisfaction. She obtained the Series 7 and 63 licenses in 2015, and holds a BS degree in Finance and International Studies from Indiana University.

“I am committed to giving our clients the client experience they deserve.”

Please reach out to Ashley with the following:

  • Appointment scheduling/rescheduling
  • Check requests or money transfers
  • Requests for forms/statements/1099s
  • Update contact information

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