Ashley Tabb is a Principal, at 1919 Investment Counsel, LLC. As a Financial Planner and Wealth Advisor, his primary focus is financial planning for individuals and families and working with institutions to preserve the legacy of their organization. Ashley takes a comprehensive approach to assessing all aspects of a client’s financial situation and takes pride in his role as a fiduciary. Ashley works with Portfolio Managers to identify and integrate meaningful solutions with investment management, and to interface with clients on a regular basis to provide ongoing financial planning services as a part of the firm’s wealth management services.
Ashley joined 1919 Investment Counsel in 2015 and Sterne Agee Trust in 2012. Prior to joining Sterne Agee he worked in Wealth Management/Private Banking at three large banks. Ashley holds the CERTIFIED FINANCIAL PLANNER™ designation. He is a graduate of Davidson College with a B.A. in History and holds an MBA from the J. Mack Robinson College of Business at Georgia State with concentrations in finance and financial planning.
He is a member of the Estate Planning Council of Birmingham, Financial Planning Association, St. Luke’s Episcopal, Birmingham Tip Off Club and serves as the Treasurer for the non-profit KidOne Transport.