#United States #Wealth Management #Stuart #Mesirow #Ashley Crotwell

Mesirow Wealth Management Expands in Florida and the Southeast

Mesirow, a well-established independent financial services firm, has announced the strategic hiring of Ashley Crotwell, CFP®, who will serve as Vice President and Wealth Advisor based in their growing Stuart, Florida office. This move marks an important step in Mesirow's ongoing efforts to enhance its wealth management services across Florida and the Southeastern United States.

New Leadership and Vision

Ashley brings over 25 years of experience in the financial sector, with a proven track record in wealth management. According to Brian Price, CEO of Mesirow Wealth Management, this hiring is a crucial part of Mesirow's strategy to cater to a burgeoning client base in wealth management. "Expanding our presence in Stuart aligns with our focus on serving a growing base of wealth management clients and advancing the firm's footprint," he stated. The firm has ambitious plans to not only grow organically but also explore potential acquisitions to strengthen their position in the wealth management arena.

Growth Through Acquisition

In September 2024, Mesirow made a significant acquisition of Price Wealth Management, an established Registered Investment Advisory (RIA) firm based in Stuart. This strategic move has allowed Mesirow to integrate local expertise while expanding its offerings. Ashley will be joining industry veterans Craig Price, CFP®, CTFA, and Nancy Zehr, CTFA, in managing this expanded service. Their collective expertise aims at delivering personalized and comprehensive wealth plans that cater to the unique needs of high net worth individuals, families, and business owners in Southeast Florida.

Commitment to Client-Centric Strategies

Ashley’s responsibilities will encompass crafting tailored financial strategies, investment management, tax planning, cash flow analysis, and budget management — services critical for high net worth individuals looking to optimize their financial well-being. "We are excited to welcome Ashley to our team; her professional expertise will enhance our ability to serve our Florida clients more effectively," Craig Price noted, emphasizing the firm’s commitment to professionalism and effective communication.

A Recognized Leader in Wealth Management

Mesirow has solidified its reputation in the industry, recently earning a spot on Barron’s 2024 Top 100 RIA Firms list for the fourth consecutive year. The firm currently manages over $12.4 billion in assets under management across its wealth management divisions, while Mesirow as a whole has a substantial portfolio with $306.2 billion in assets under supervision. This growth not only showcases Mesirow's successful client-driven approach but also highlights its dedication to acting as a social good within the communities it serves.

About Mesirow

Founded in 1937 and headquartered in Chicago, Mesirow operates with an independent, employee-owned structure, offering various financial services while prioritizing personalized client interactions. The firm is recognized for its diverse capabilities ranging from Private Capital and Currency, Capital Markets, to Investment Banking and Advisory Services. Mesirow's commitment to navigating both financial goals and social impact has made it a beloved choice in the market, frequently earning accolades for being one of the best workplaces in Chicago.

With Ashley Crotwell joining their ranks, Mesirow is poised not only for further growth but also for a more significant impact in the wealth management sector in Florida and beyond. For detailed insights into their services or to get to know more about Mesirow’s ethos, visit mesirow.com.