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ASHLEY TRLICA

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ASHLEY TRLICA

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ASHLEY TRLICA

CFP®, AEP®

PRINCIPAL

WEALTH ADVISOR

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
  • Extensive experience in working with high-net-worth clients, with a focus on estate planning needs
  • Member, Financial Planning Association & Houston Business, and Estate Planning Council
  • Active member of her church community, where she serves on the Parish Council
  • Native Houstonian who enjoys spending time with her husband and two beautiful daughters

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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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Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Linscomb & Williams' website and its associated links offer news, commentary, and generalized research, not personalized investment advice. Nothing on this website should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and are not guaranteed. Be sure to consult with a tax professional before implementing any investment strategy. Investment Advisory Services offered through Linscomb & Williams, a Registered Investment Adviser with the U.S. Securities & Exchange Commission. Registration does not imply a certain level of skill or training.
Investment concepts and products involve risk and are not guaranteed or insured by FDIC.
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