Ashley Heineman

Ashley Heineman is currently an Associate at United Capital Financial Advisors, LLC based in Plano, TX. In this role, she provides advisory support to individuals and families, assisting with financial planning, investment management, and client relationship management, primarily focused on private wealth and personal financial solutions.

Her career includes prior positions at Goldman Sachs Personal Financial Management, where she served as both Senior Analyst and Associate. She gained experience in investment strategy and portfolio oversight for high-net-worth clients, concentrating on equities, fixed income, and retirement planning solutions.

While there is no public record of her educational background, Ashley’s expertise derives from several years in the financial services industry, with notable contributions to client-focused investment management. Her work centers on asset allocation, wealth preservation, and strategies tailored to individual client goals within the retail and private client sectors.