Ashlock Wealth Management Group
Howard Ashlock
CFP, CRPS
CFP, CRPS
Senior Vice President/Investments
4355654564
Howard began his investment industry career in 1994 with Merrill Lynch, after spending several years practicing law in Orange County. He earned a bachelor’s from Cal Poly-Pomona and a J.D. from Western State University College of Law. Howard is a member of the California Bar Association and holds the CERTIFIED FINANCIAL PLANNER® and Chartered Retirement Plans Specialist™ certifications from the College for Financial Planning. After college, he played professional baseball in the Baltimore Orioles organization and subsequently coached with the Oakland A’s. Howard joined Stifel in 2018.
Howard leads his team's investment committee and develops customized portfolios designed to help clients deploy, preserve, and grow their wealth effectively. He combines his in-depth industry experience with Stifel’s capital markets experience to help his clients pursue their objectives in a thoughtful manner, mindful of risk, tax, and wealth-transfer considerations. Howard develops customized strategies for ultra-high-net-worth individuals to anticipate and address a broad range of financial priorities. As an experienced financial advisor to many highly accomplished clients, he is acutely aware of the opportunities and challenges that significant wealth can entail. Howard offers extensive knowledge of alternative investments, including private equity, and other boutique investment themes.
Moreover, Howard applies a holistic perspective that connects his clients’ diverse circumstances to their goals and long-term aspirations. Resourceful and responsive, he prides himself on providing his clients with the capabilities needed to do this appropriately.
Howard leads his team's investment committee and develops customized portfolios designed to help clients deploy, preserve, and grow their wealth effectively. He combines his in-depth industry experience with Stifel’s capital markets experience to help his clients pursue their objectives in a thoughtful manner, mindful of risk, tax, and wealth-transfer considerations. Howard develops customized strategies for ultra-high-net-worth individuals to anticipate and address a broad range of financial priorities. As an experienced financial advisor to many highly accomplished clients, he is acutely aware of the opportunities and challenges that significant wealth can entail. Howard offers extensive knowledge of alternative investments, including private equity, and other boutique investment themes.
Moreover, Howard applies a holistic perspective that connects his clients’ diverse circumstances to their goals and long-term aspirations. Resourceful and responsive, he prides himself on providing his clients with the capabilities needed to do this appropriately.
Stifel does not provide legal or tax advice. You should consult with your legal or tax advisors regarding your particular situation.
Alternative investments involve a high degree of risk, often engage in leveraging and other speculative investment practices that may increase the risk of investment loss, can be highly illiquid, are not required to provide periodic pricing or valuation information to investors, may involve complex tax structures and delays in distributing tax information, are not subject to the same regulatory requirements as more traditional investments, and often charge high fees, which may erode performance. An investment is appropriate only for investors who have the capacity to absorb a loss of some or all of their investment.
Ashlee Ashlock
CDFA
CDFA
Vice President/Investments
9492525671
Ashlee began her investment industry career with Merrill Lynch in 2015 and joined Stifel in 2018. She earned a B.S. from Utah Valley University with an emphasis in Communication. Since becoming a financial advisor, Ashlee has brought commitment, compassion, and trust to her work with affluent families, businesses, and high-net-worth women.
Employing a goal-based approach, Ashlee develops customized strategies through risk-appropriate portfolio construction designed to pursue wealth creation. She also discusses personal liability management and insurance, as well as clients’ trusts and wills for their intergenerational transfer plans, coordinating with their attorney as needed. Ashlee’s primary responsibilities include investment analysis and plan creation and implementation.
In addition to her professional commitments, Ashlee serves as a member of 44 Women for Orangewood. She is passionate about bringing awareness to the community regarding child abuse and neglect. In her spare time, Ashlee enjoys competing in showjumping with her horse, Beckett, and racing road bikes. She loves reading and truly appreciates a good book recommendation.
Employing a goal-based approach, Ashlee develops customized strategies through risk-appropriate portfolio construction designed to pursue wealth creation. She also discusses personal liability management and insurance, as well as clients’ trusts and wills for their intergenerational transfer plans, coordinating with their attorney as needed. Ashlee’s primary responsibilities include investment analysis and plan creation and implementation.
In addition to her professional commitments, Ashlee serves as a member of 44 Women for Orangewood. She is passionate about bringing awareness to the community regarding child abuse and neglect. In her spare time, Ashlee enjoys competing in showjumping with her horse, Beckett, and racing road bikes. She loves reading and truly appreciates a good book recommendation.
Stifel does not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.
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Lee O'Rourke
Senior Registered Client Service Associate
9492525672
Lee began her financial services career in 2003, after spending five years in the banking industry. She earned a B.S. from California State University, Long Beach, with a double major in Marketing and Finance Real Estate Law.
As the backbone of the Ashlock Wealth Management Group, Lee manages operations and administration for the team. She appreciates the preferences of each of the team’s clients and their family members and fosters a warm and attentive office atmosphere. Lee applies the insight and skills she has acquired from working with highly affluent clients for more than a decade.
In addition to her professional commitments, Lee is active in the local community. Outside the office, she attends multiple sporting events and enjoys volunteering for various local philanthropies with her daughter through National Charity League.
Lee and her husband, Brett, have two children, Keegan and Mackenzie. She loves spending time with her family and her two dogs.
As the backbone of the Ashlock Wealth Management Group, Lee manages operations and administration for the team. She appreciates the preferences of each of the team’s clients and their family members and fosters a warm and attentive office atmosphere. Lee applies the insight and skills she has acquired from working with highly affluent clients for more than a decade.
In addition to her professional commitments, Lee is active in the local community. Outside the office, she attends multiple sporting events and enjoys volunteering for various local philanthropies with her daughter through National Charity League.
Lee and her husband, Brett, have two children, Keegan and Mackenzie. She loves spending time with her family and her two dogs.