Our Team

Our Team

Photo of team member

Ashley Hunt

Office Manager

704-917-9096

Ashley joined the team at Wellington Financial taking on the role of Office Manager in 2016. Although Ashley just began a working relationship with Danielle, the two have been friends for over 30 years.  It is because of this close friendship that their work relationship works so seamlessly.

Ashley has worked in the customer service and administrative fields for many years.  Specifically, she has an administrative background in the insurance and accounting industries. This experience has helped her hone both her organizational and personal interaction skills.  She strives to run an orderly office and enjoys getting to know clients on a personal level as well as professionally.

The majority of Ashley’s time is spent managing the operational components of Wellington Financial.  Her duties include answering office calls, scheduling client appointments, preparing paperwork and reports for these appointments, and working closely with our home office to ensure proper processing of client paperwork. She also assists Danielle with marketing as well as day-to-day office management. Ashley strives to learn more about the inner workings of the financial industry so she will be better able to assist both Danielle and her clients.

Outside of the office, Ashley enjoys spending time with her husband and their four children.  She and her family are actively involved with their church, Lake Forest. Ashley is also a student of psychology and enjoys dabbling in photography.

Sherri Conn

Executive Assistant

704-917-9096

Sherri is the Executive Assistant to Danielle Maggs at Wellington Financial.  Her duties include greeting clients, answering office calls, scheduling appointments, processing of client paperwork, file management and many other day-to-day office responsibilities.

 

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Securities offered through Cambridge Investment Research, Inc., Member FINRA & SIPC. Cambridge and Wellington Financial are not affiliated. 
We currently have individuals licensed to offer securities in the states of: NC, SC, and NY. This is not an offer to sell securities in any other state or jurisdiction.

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