About My Practice
Martin Financial Group is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. We offer a wide range of quality financial products and the advice and expertise of some of the best financial professionals in the industry.
Headquartered in Dallas, TX, the Martin Financial Group is firmly committed to providing you with:
Expertise: A team of knowledgeable professionals and support staff work together to maximize the resources required to provide you with the best strategies to help you meet your financial needs.
Proven strategies and quality products: We use a proven, one-on-one process to analyze your unique situation and offer products of lasting value to provide you with long-term strategies to your needs.
Unparalleled service::"Service that excels" is our trademark. We provide consistent, responsive service that's underscored by the dedication of our staff and our commitment to provide strategies that reflect the best interests of our clients.
Experience
Ashley Parks is a CERTIFIED FINANCIAL PLANNER® professional. She has been a member of the Martin Financial Group since 1999. Ashley holds a Series 7,63, and 65 Securities Registrations and the Texas Insurance Commission Group 1 license. Ashley earned a Bachelor of Business Administration with an emphasis on Finance from Texas A&M University and a Graduate Certificate in Financial Planning from Southern Methodist University. Ashley is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Ashley was born in Dallas and lives in Preston Hollow with her husband James and their daughter Madison. She is a member of the Financial Planning Association, Women's Finance Exchange, Junior League of Dallas and E Women Network. Ashley also serves her community as Preston Hollow East Homeowners Association as Vice President. Ashley was named 2009-2011 FIRVE STAR: Best in Client Satisfaction Wealth Manager (SM) in Texas Monthly Magazine.
Ashley's Philosophy:
"I give my clients the services, knowledge and professional attitude that I would expect for myself and my family. Each client is unique and needs a strategy tailored to address their personal goals and circumstances. I help structure the proper balance for financial success. It's a great job to have."
Author of: The Saving Seed: Growing a Financially Healthy Family Tree
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 24, 63, 65
Insurance Licenses
Life insurance: TX, VA, CO, Health/disability insurance: TX, CO, Fixed annuities: TX, VA, CO, Variable annuities: TX, VA, CO
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Broker-Dealer Affiliation
Securian Financial Services, Inc.
Broker-Dealer Disclaimer
Registered Representative and Investment Adivsor Representative, Securian Financial Services, Inc., Securities Dealer, Member FINRA/SIPC. A Registered Investment Advisor. Martin Financial Group is independently owned and operated.
Considerations: Ability to household assets and declining fee schedules.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
