P. Jill Ashley

CPA
Senior Wealth Manager

Serving families, businesses, estates and trusts in all things financial for several decades, Jill embraces close, multi-generational relationships with her clients. Her proactive advice incorporates their complete financial picture, inclusive of family dynamics and value-driven goals.

Jill is 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, to secure their financial independence.

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Mobile Phone: 863-446-1650

eFax: 863-223-0260

Email: jill@gbltrust.com

Background

  • Gleaning skills from a diverse background ranging from commercial real estate leasing and development, insurance, business consulting on operational efficiencies, as well as tax, accounting, asset management and trustee services, Jill's analytical skills led her to adopt her mantra:

    "When your goals are clear, your decisions are easy."

Education

  • FL Southern College, Bachelor of Science in Communications - 1984

  • FL Southern College, Bachelor of Arts in Accounting/Business-1990

  • Certified Public Accountant, FL - 1992

  • Series 65 Securities License, NASAA - 1998

  • Executive Education Certificate, Wharton Business School - 2007

  • Stetson University College of Law - 2021 – present