UBS Financial Services
47yrs
Top 1% by experience in Atlanta
6yrs
Ashley Weeks
Financial advisor at TD Private Client Wealth
Based in Atlanta, Georgia, Ashley Weeks is a fiduciary financial advisor with 6 years of industry experience. Ashley has been with TD Private Client Wealth since 2021. TD Private Client Wealth offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 4534 advisors with offices in Atlanta, and one of 4079 fiduciaries.
At a glance
Experience6 years (since 2021)
How that compares ?6 years in the industry
Office3 Ravinia Drive Suite 1975, Atlanta, GA 30346
How the firm is paid ?Percent of assets
Typical client at the firm ?$270,263
Advisors at the firm531
States licensed ?1 state
Services through TD Private Client Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2021 – nowTD Private Client Wealth LLCCurrent firm
Contact Ashley
(877) 703-9896Firm headquarters in New York, NY. Ask for Ashley. 3 Ravinia Drive Suite 1975Atlanta, GA 30346Office · Get directions
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Questions to ask Ashley
Tailored to Ashley’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Ashley
How do I contact Ashley?
Call TD Private Client Wealth at (877) 703-9896 and ask for Ashley Weeks. Ashley works from the Atlanta, GA office.
How long has Ashley been a financial advisor?
Ashley has been in the industry since 2021, about 6 years. 6 years in the industry.
What licenses does Ashley hold?
Series 66. Tap any license on this page to see what it allows.
Is Ashley a fiduciary?
Ashley is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ashley paid?
TD Private Client Wealth reports being paid by a percentage of the assets they manage. Ask Ashley for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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