Oxford Financial Group Expands Cincinnati Office With Key Appointments
Oxford Financial Group, Ltd., one of the leading independent Registered Investment Adviser (RIA) firms in the United States, continues to enhance its presence in the Greater Cincinnati area by appointing two seasoned professionals, Neal Davis, CFA, CFP®, and Ashlee Walton, CFP®, as Managing Directors. This initiative is part of a larger strategy focused on expanding their Cincinnati office, which has welcomed five new team members over the past year. Such moves are indicative of Oxford's commitment to investing in the Cincinnati and Dayton markets to cater to high net-worth families and discerning institutional clients effectively.
Neal Davis will spearhead client relationships concerning investments, delivering tailored financial advice and seamlessly incorporating Oxford's diverse service offerings into personalized solutions for its complex clientele. On the other hand, Ashlee Walton will focus on advising multigenerational families, as well as foundations and endowments, on wealth planning, governance, and legacy strategies, ensuring a coordinated approach that incorporates estate planning, tax strategy, and philanthropic endeavors.
"Our ongoing growth phase actively involves enhancing our capabilities in significant markets like Cincinnati, and the hiring of these two Managing Directors reflects our deep-seated commitment to serve our clients better," stated Jeffrey H. Thomasson, CEO and Managing Director of Oxford Financial Group. Both appointments bring local expertise and established relationships to the firm, ensuring that they can hit the ground running.
Neal Davis transitions to Oxford from Fort Washington Investment Advisors, Inc., where he served as Vice President and Senior Portfolio Manager, focusing on investment strategy and portfolio management for affluent families and institutions. His wealth of experience over ten years at Buckingham Advisors has equipped him with a research-driven approach, enhancing the investment advice he provides to clients. He is not just an investment professional but is also dedicated to community service, promoting financial literacy among the youth in Cincinnati through local initiatives.
Ashlee Walton brings her rich background in financial planning from Goldstone Financial Group, where she was a Senior Advisor and Tax Strategist. Her expertise lies in building and managing an independent book of business based on relationship-driven growth and educating her clients. Walton has also played a significant role at James Investment Research, where she developed the financial planning framework that integrated various financial strategies, ensuring a cohesive approach for complex client needs. With her frequent public engagements, she has established herself as a reliable expert in wealth management and personal finance.
Oxford Financial Group handles over $38 billion in assets under advisement and boasts a team of 25 Managing Directors spread among seven offices, including operations in major cities like Atlanta and Chicago. The firm prides itself on providing a comprehensive suite of services tailored to the needs of both family and institutional clients, emphasizing their expertise in multigenerational estate planning and investment strategies that align with clients' long-term goals. For those interested in exploring career opportunities or learning more about Oxford Financial Group, the firm encourages visits to their website for further information. This expansion signifies not only growth in personnel but also an unwavering commitment to enhancing the services offered to high-net-worth clientele in the region.
Neal Davis will spearhead client relationships concerning investments, delivering tailored financial advice and seamlessly incorporating Oxford's diverse service offerings into personalized solutions for its complex clientele. On the other hand, Ashlee Walton will focus on advising multigenerational families, as well as foundations and endowments, on wealth planning, governance, and legacy strategies, ensuring a coordinated approach that incorporates estate planning, tax strategy, and philanthropic endeavors.
"Our ongoing growth phase actively involves enhancing our capabilities in significant markets like Cincinnati, and the hiring of these two Managing Directors reflects our deep-seated commitment to serve our clients better," stated Jeffrey H. Thomasson, CEO and Managing Director of Oxford Financial Group. Both appointments bring local expertise and established relationships to the firm, ensuring that they can hit the ground running.
Neal Davis transitions to Oxford from Fort Washington Investment Advisors, Inc., where he served as Vice President and Senior Portfolio Manager, focusing on investment strategy and portfolio management for affluent families and institutions. His wealth of experience over ten years at Buckingham Advisors has equipped him with a research-driven approach, enhancing the investment advice he provides to clients. He is not just an investment professional but is also dedicated to community service, promoting financial literacy among the youth in Cincinnati through local initiatives.
Ashlee Walton brings her rich background in financial planning from Goldstone Financial Group, where she was a Senior Advisor and Tax Strategist. Her expertise lies in building and managing an independent book of business based on relationship-driven growth and educating her clients. Walton has also played a significant role at James Investment Research, where she developed the financial planning framework that integrated various financial strategies, ensuring a cohesive approach for complex client needs. With her frequent public engagements, she has established herself as a reliable expert in wealth management and personal finance.
Oxford Financial Group handles over $38 billion in assets under advisement and boasts a team of 25 Managing Directors spread among seven offices, including operations in major cities like Atlanta and Chicago. The firm prides itself on providing a comprehensive suite of services tailored to the needs of both family and institutional clients, emphasizing their expertise in multigenerational estate planning and investment strategies that align with clients' long-term goals. For those interested in exploring career opportunities or learning more about Oxford Financial Group, the firm encourages visits to their website for further information. This expansion signifies not only growth in personnel but also an unwavering commitment to enhancing the services offered to high-net-worth clientele in the region.
Topics Financial Services & Investing）
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