Michelle Ash

SENIOR WEALTH ADVISOR

CFP®, MSFS, RICP™

MAsh@merceradvisors.com

Michelle is driven by the belief that aligning clients’ aspirations with their financial strategies is pivotal for a fulfilling life journey. Leveraging her expertise in withdrawal planning, multi-year tax savings strategies, and charitable and estate planning, she guides clients towards their optimal path forward. Michelle co-founded Paragon Wealth Strategies and joined Mercer Advisors in 2023 after the acquisition. Graduating magna cum laude from the University of Louisville in Kentucky in 1995, Michelle has been dedicated to educating others in retirement planning. She taught courses through the University of North Florida’s LearnJax program and served as an Adjunct Professor at Florida State College at Jacksonville. Michelle’s insights have been shared on the radio show “Financial Feud” and featured in the “Jacksonville Business Journal.” Outside of work, she treasures moments with her husband and children, finding joy in activities that connect her with nature, including flower gardening, motorcycle rides, and paddleboarding.

Jacksonville

10245 Centurion Pkwy N
Suite 106
Jacksonville, Florida 32256

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All investing involves risk, including the possible loss of principal. Portfolio management strategies such as diversification, asset allocation, and rebalancing do not ensure a profit or guarantee against loss. There is no guarantee that any investment strategy will achieve its objectives. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through select third parties unrelated to Mercer Advisors. Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies. Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

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Michelle Ash

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