Ashley Stoudemire is a Salesforce Associate in Waverly Advisors’ Birmingham office. She brings a strong background in client service, financial operations, and technology support within the wealth management industry. She is experienced in supporting advisors and clients through onboarding, account management, and system transitions, including Salesforce and custodian platforms. Ashley also has hands-on experience in IT system enhancements, user training, and data integration projects related to firm acquisitions.
Ashley enjoys spending time with her family, experimenting in the kitchen, diving into books of all kinds, and exploring Birmingham’s weekend markets. She is also an active volunteer with Girls Inc. of Central Alabama and the Community Food Bank, where she enjoys giving back and supporting local initiatives that make a difference.
Education
• Financial Paraplanner Qualified Professional (FPQP®)
Community Involvement
• Girls Inc. of Central Alabama
• Community Food Bank
Ask Me About
• Salesforce process improvement, technology integrations, and user training
• Vision board creation and creative organization