Ashlee Bobzin joined the Shore Point Advisors team in 2024 as an Associate Advisor, where she plays a key role in supporting the team in developing personalized, comprehensive financial plans. Ashlee works closely with clients to design strategies that address investment management, tax planning, and wealth-building through education. Her passion lies in crafting financial solutions that align with clients’ long-term goals and visons for the future.
Ashlee earned her bachelor’s degree in business management from Viriginia Wesleyan University, with a concentration in Economics, Accounting, and Finance. Committed to continuous growth and staying at the forefront of the industry, she actively pursues ongoing education to enhance her expertise and maintain a competitive edge in the financial services field.
