Ashley Manocchia

Client Service Associate

As a Client Service Associate, I support clients and financial advisors by delivering personalized service and fostering a seamless client experience.

Before joining the team, I worked at Charles Schwab, where I developed a strong foundation in client relationship management, operational excellence, and advisor support.

I earned a B.A. in Communications with a minor in Business Administration from Merrimack College in 2023. During my time at Merrimack, I served as President of the Women in Business Club and Social Chair of Theta Phi Alpha Sorority. I was also inducted into the National Society of Leadership and Success and hold a commission as a Massachusetts Notary Public.

Outside of work, Ashley resides in the MetroWest area and enjoys Pilates, cooking, and spending time on Martha's Vineyard.