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ASHLEY TRLICA

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ASHLEY TRLICA

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ASHLEY TRLICA

CFP®, AEP®

SENIOR ANALYST

Industry Experience: 15 years

  • Graduate magna cum laude, University of Houston – B.B.A., Finance
  • Previous to L&W, served as a Financial Planner at several Houston-based, boutique wealth management advisory firms
  • Experienced in working with high-net-worth clients, with a focus on estate planning needs
  • Currently serves as a voting member of the firm’s Wealth Management Committee
  • Member, Financial Planning Association
  • Member, Houston Business and Estate Planning Council
  • Native Houstonian who enjoys spending time with her husband and daughter

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ABOUT LINSCOMB & WILLIAMS

Linscomb & Williams ("L&W") is a Securities and Exchange Commission ("SEC") registered investment adviser. We are a fee-only, investment advice fiduciary financial planning and investment management firm headquartered in Houston, Texas and serving investors nationwide. We have over 50 years of experience aimed at helping families build, preserve, and manage wealth.

Principal Office:

  • 1333 West Loop South
    Suite 1500
    Houston, TX 77027
  • 713.840.1000
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