Welcome
Invest with Confidence
A Family business here to support your family!
About Us
Planning Futures
A Proven Approach
A Proven Approach
Since 2009, we have helped create programs and portfolios to meet long-term financial goals. Have questions about investments, taxes, retirement, and/or estate planning? One of our credentialed professionals would be glad to help.
A Proven Approach
A Proven Approach
A Proven Approach
We start our plans by getting to know you and your goals. We never use a cookie cutter plan. Each plan is individually tailored to meet your specific needs and goals. As a family owned business we treat you like you are part of our family.
Why Us?
A Proven Approach
Why Us?
Our team is comprised of people with different finance experience, but we all have this in common--a commitment to ethics and integrity. We’re all fully licensed and credentialed. And you can count on unbiased recommendations and impartial guidance.
Our Team
President / CEO
Brandon Ashley, began his career in a family owned auto parts store. After the death of his father, he decided to pursue his love for investments and helping others grow their wealth. He began his investment career in 2003 as a financial advisor with MetLife. After working with several agencies he decided he wanted to open American Wealth Management to have more control over his business. He opened American Wealth Management in 2009. He is affiliated with Osaic Wealth, for his Broker Dealer and is a fiduciary Investment Advisor Representative. In his spare time he enjoys exercising and spending time on the river with his children and grandchildren.
Check the background of your financial professional on FINRA's BrokerCheck.
Agent and Office Manger
Tracy Ashley is Brandon's wife and earned her life and health insurance license in 2009. Tracy is your initial contact at American Wealth Management. She is our Medicare and Group benefits specialist. Brandon and Tracy have a blended family of 5 children and 6 grandchildren. Tracy's favorite time is spent in her garden and cooking for her family.
Investment Advisory Representative
Bobby "Glenn" Bright began working part time in the financial services industry in 2006 while still working for the State of Alabama. Upon his retirement in 2015, he came to American Wealth full time. He is also an advisory financial representative with Osaic FS. Glenn's primary specialties are life insurance and annuities.
He is married to Claire and they have one son, Joseph.
Check the background of your financial professional on FINRA's BrokerCheck.
Agent
Makenzie Ashley Eubanks is the newest member of the American Wealth team. Makenzie is learning the industry and gaining experience in group benefits and life insurance. Makenzie is married to Carson and they have a six -year-old daughter, Charlie Mae and three-year-old son Champion. In her spare time, Makenzie loves home DIY projects.
*Not Associated with Osaic Wealth
Disclosures
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
Customer Relationship Summary Here: https://assets.osaic.com/m/f971a637fff07a0/original/Form-CRS.pdf
This communication is strictly intended for individuals residing in the states of: Alabama, Arizona, Mississippi, Georgia, Florida, Idaho, Kansas, North Carolina, Oklahoma, Oregon, South Carolina, Tennessee, Texas, Virginia, Vermont, and Washington. No offers may be made or accepted from any resident outside the specific state(s) referenced.
Check the background or your financial advisor on Finra's Broker Check:
https://brokercheck.finra.org/
Contact Us
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
Hours
Monday -Thursday: 9am - 5pm
Friday - Sunday: By appointment