Frost Investment Services, LLC

Frost Bank Dossier photo

 

Ashley Ferguson, CWS® — Senior Vice President

 

What is your specialization in the financial services industry, and why did you choose it as a career? 

 

I get to know Frost clients and help find the best financial strategies that empower them to make smart decisions with their money. I chose this career because I love giving back to others and making a difference.

 

What is your investment philosophy? 

 

My personal approach to investing involves identifying long-term objectives with clients, learning what drives their decision-making, and helping them achieve their financial goals based on what matters to them.

 

What sets you apart from other financial services professionals? 

 

Frost focuses on listening to clients to understand their motivation. We work together to identify future concerns and keep their goals at the forefront of planning. When we take these extra steps, relationships are strengthened, and we develop reciprocated trust.

 

How do you measure success with your clients?

 

Success means telling a client they’ve reached a point in their financial journey where they can confidently enjoy the next phase in their life, whether through retirement, traveling, or spending time with their loved ones.

 

Given today’s financial climate, what are the top two pieces of advice you would give your clients?

 

I remind clients that financial markets fluctuate, so it’s important that they continuously review financial goals, especially during times of economic uncertainty. I also emphasize to them that every investment strategy goes beyond the current market cycle.

 

What would you say to women considering a career in the financial services industry?

 

It’s a joy to connect and work with people. As you consider a career in financial services, remember that your efforts can impact people’s lives, their future, and, by extension, their loved ones.

 

Frost Investment Services, LLC

110 Austin Hwy, San Antonio, TX 78209
(210) 220-6911  |  frostbank.com  |  ashley.ferguson@frostbank.com

Investment management services and trust services are offered through Frost Wealth Advisors of Frost Bank. Investment and insurance products are not FDIC insured, are not bank guaranteed, and may lose value. Brokerage services offered through Frost Brokerage Services, Inc., Member FINRA/SIPC, and investment advisory services offered through Frost Investment Services, LLC, a registered investment adviser. Both companies are subsidiaries of Frost Bank. Check the background of this registered representative on brokercheck.finra.org. Additionally, insurance products are offered through Frost Insurance. Deposit and loan products are offered through Frost Bank, Member FDIC.

 

 

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