Frank M. Ashley, III

CPA/PFS
Senior Investment Officer

Serving families, businesses, estates and trusts in all things financial for several decades, Jill who teams up with her husband Frank have been referred to as personal financial trainers. Embracing close, multi-generational relationships with their clients helps them understand the complete financial picture, inclusive of family dynamics and value-driven goals.

Known by their clients for no-nonsense straight talk, Jill and Frank are passionate about educating clients, family and friends by lifting the fog of confusion surrounding investment products marketed by national sales teams, ignoring the noise prattled by reactive pundits, and guiding clients in making sound decisions, following simple prudent action plans to secure their financial independence.

Mobile Phone: 863-393-8663

eFax: 863-223-0260

Email: frank@gbltrust.com

Background

• Having trained on a nuclear submarine in the U.S. Navy's Atlantic Fleet in the early 1970's, Frank understands the importance of discipline, a strong sense of direction, and collaborative efforts in reaching one's target.

  He continuously instills that predisposition in helping clients and friends sort through all areas of their financial lives. Frank's famous rhetorical question:

  "If you don't know where you're going, how will you know when you get there?"

Education

• University of South Florida, Bachelor of Science in Business Administration - 1977

• Certified Public Accountant, FL - 1982

• Personal Financial Specialist (PFS) designation, AICPA - 1992

• Series 65 Securities License, Registered Investment Adviser Representative