Client Service Specialist
is trying to break her own record of reading 55 books in one year
recently returned from California to her hometown of Boston
volunteers with her local dog rescue when she isn’t walking her own rescue dogs
thrives on building strong client relationships
Ashley Breault is a Client Services Specialist with CCR Wealth. Ashley’s main responsibilities include day-to-day client services for individual and corporate investment accounts, and she works closely with our account teams to seamlessly establish new accounts, coordinate account transfers, and initiate transactions.
Ashley brings more than a decade of experience building loyal financial client relationships to CCR Wealth, having worked with both small and large investment management firms as an investment consultant, registered operations associate and a senior client service associate. Ashley was a double major in finance and international business and received her BSBA from the University of Massachusetts, where she also spent time studying abroad in Australia. She holds the Series 7 and 63 securities registrations.
Ashley describes herself as an “avid animal lover” and is an active volunteer with local canine rescue organizations. She and her husband have two rescue dogs of their own, and recently moved back to Boston after living in San Diego.
“I take pride in fostering a spirit of creativity and innovation, and in consistently maintaining a high level of “client first” professionalism.”