Ashley Henderson

Ashley Henderson

Financial Representative

13555 Bishops Court, Suite 200
Brookfield, WI 53005

Phone: (262)717-6077
Fax: (262)717-6135
E-mail:

  • Registered Representative of New England Securities, Corp. (member FINRA/SIPC)

 BUSINESS PHILOSOPHY

Ashley Henderson will work with you to secure your financial future, she is here to serve you!  Her focus is her clients and making sure she assist them with achieving financial security, reducing their worries, and helping to ensure you are getting the best service possible.  Ashley has the skills and knowledge to be a lifetime resource for all of her clients. 

PRODUCTS AND SERVICES    

  • Wealth Accumulation and Preservation
  • Life Insurance- term and permanent
  • Annuities- fixed and variable
  • Tax Sheltered Annuities, 403(b) Plans
  • Retirement Planning, including Roth 401(k) plans
  • Disability Income Insurance
  • Bank Products: Certificate of Deposits, Mortgages
  • Mortgage Protection (funded through life insurance and disability income insurance)
  • Educational Planning
  • Pension Payout Alternatives
  • Pension Transfer/Rollovers
  • Estate Conservation Strategies
  • Charitable Giving Strategies
  • Employee Benefits
  • Business Retirement Solutions
  • Executive Compensation and Protection

QUALIFICATIONS

  • Series 6 and Series 63 securities registrations
  • Licensed to sell life and health insurance: in WI, IN, MI

PERSONAL

Ashley sails competitively with her family at Milwaukee Yacht Club, does ballet, jazz, contemporary, & hip-hop at Danceworks on Water and runs for charities.

Ashley is a University of Wisconsin-Milwaukee  graduate with a Bachelor of Business Administration in Finance and a Degree in Economics.

ORGANIZATIONS

  • UWM Economic Mentoring Program Mentor
  • National Association of Insurance and Financial Advisors Member
  • Women in Insurance and Financial Services Member
  • Louie’s Last Regatta Fundraiser for The Children’s Hospitalof Wisconsin
  • International Soling Association Member
  • Secretary and Director of Communication of United StatesSoling Association
  • Chairman of Communication of International Soling Association
  • Member of MilwaukeeYacht Club and Membership Committee