New Developments at Oak & Vine Wealth Management
New Developments at Oak & Vine Wealth Management
We are thrilled to share two significant updates with our valued clients and the wider community.
New Office Location
Firstly, Oak & Vine Wealth Management is on the move! We are expanding our presence to better serve you and are excited to announce our new office location at 1502 Spring St #D, Paso Robles, CA 93446. This new space is not just an office; it's a commitment to our continued growth and dedication to providing top-tier wealth management services. We look forward to welcoming you to our new home where we can continue to build your financial future together.
Welcoming Ashley Eckles to Our Team
In addition to our new premises, we are delighted to introduce a new member of the Oak & Vine family, Ashley Eckles, who joins us as a Financial Advisor. Born and raised on the picturesque Central Coast, Ashley brings not only a profound connection to our community but also a rich and diverse background in finance and business.
Ashley's journey is one of determination, passion, and the relentless pursuit of dreams. Starting her academic career at Arizona State University in Forensic Psychology, she made a bold leap to the world of finance, driven by a desire to make a tangible impact in the investment and financial planning sphere. Graduating with distinction in Business with a specialization in Finance, Ashley has transformed her passion into a promising career in wealth management.
Her deep roots in the Central Coast and commitment to the prosperity of our community make her a perfect fit for Oak & Vine Wealth Management. Beyond her professional pursuits, Ashley is an avid sports enthusiast, embodying a spirit of competition and teamwork that translates into her approach to financial advising.
Ashley's vision aligns with our mission to provide personalized, impactful financial advice, and she is eager to contribute to your financial well-being. Her story of courage, resilience, and unwavering dedication inspires us all and signifies the enriching value she brings to our team and clients.
Join Us in Welcoming Ashley and Celebrating Our New Space
We invite you to join us in welcoming Ashley Eckles to Oak & Vine Wealth Management and to visit our new office at your convenience. You can find Ashley’s contact information listed in the ‘contact-us’ section of our websiteThese developments mark the beginning of an exciting new chapter for us, and we look forward to sharing this journey with you.
Your trust and support mean the world to us, and we're excited to continue serving you with even greater resources and dedication.
Warm regards,
Eric and the Oak & Vine Wealth Management Team
