Morgan Stanley advisor among nation’s best
It’s hard to find a financial advisor who is as hard working as Ashley Lacamp Moore at Morgan Stanley. Literally. Lacamp Moore recently became one of a select group to receive the Certified Private Wealth Advisor® designation. “This accomplishment reflects Ashley’s deep commitment to providing the highest level of experience and service to our clients,” the company praised her in a press release.
The CPWA® certification was created by the Investments and Wealth Institute and focuses on ethics, behavioral finance, family dynamics, tax planning, portfolio management, risk management and asset protection, charitable giving and endowments, estate planning, planning for executives, closely held business owners and retirement planning.
“I know there are not many out there, so I am very grateful I had the opportunity to go through the program,” Lacamp Moore said. “It’s an honor to have the credentials. However, the material is so much more valuable. I feel more equipped to answer complicated questions and doing one of my favorite parts of my job, advising families/generational wealth.”
Lacamp Moore said the designation had been on her radar. Then, last summer she received an invitation to apply for a scholarship through the Investments and Wealth Institute. “The scholarship was offered to women and people of color and would cover 25-75% of the curriculum cost. I applied and received the highest scholarship amount,” she said.
RACING TO SUCCESS Lacamp Moore has been in finance for about eight years. Ironically, it’s not the career she dreamed of when she was younger as a rodeo barrel racer. “I started barrel racing when I was seven and thought I would do that for the rest of my life. When I was 14, my dad (Jim Lacamp, also a financial advisor) got me into fashion modeling,” she recalled. “After high school, I wasn’t completely sure what I wanted to do, so I took the opportunity to travel for modeling.”
Lacamp Moore lived in New York, Los Angeles and Seoul, South Korea. While she’s grateful for the opportunity and learned a lot, she said somewhere along the way she realized she did not want to do that for the rest of her life. “One day, my dad was taking me back to the airport to go back to New York City and asked if I had thought about what I wanted to study,” she said. “I really had no idea. I considered international business because I could pick up languages easily – in high school, I learned three years of mandarin in a two-year period, even writing a speech in the characters, but was still on the fence.
“He asked me if I had considered doing what he does – being what we called at the time a stockbroker. He said it’s very rewarding, not a ton of school – kind of a lie, you still have to study a lot,” she added with a chuckle. And he told her she could make “a decent income.” He suggested she study Economics just to start and see what she thought about it.
“I wasn’t ready to give up traveling just yet, so I researched online programs. At the time, University of North Texas was one of the only schools that had an economics program that you could take partially online,” Lacamp Moore continued.
So she enrolled and ended up loving economics. She continued to travel for about two years while taking classes and finishing the rest of her degree in-person. Somewhere along the way, she added a financial services minor which counted towards my certified financial planner curriculum. “That is where I fell in love with financial planning,” she said.
Lacamp Moore graduated with a bachelors in Economics with a minor in Financial Services from UNT. Two months later, she started as a financial planner for Morgan Stanley. She continued to educate herself, passing the Series 7, Series 66 and CFP® exams, along with getting a life insurance license – all in a little over a year. She left Morgan Stanley to join her father at UBS before she was recruited back to Morgan Stanley, along with her father, about six months later as the Money-Sense Team five years ago.
REWARDS Lacamp Moore said one of the most rewarding parts of her job is the opportunity to make a meaningful impact on her clients’ lives. “Guiding individuals and families towards achieving their financial goals, whether it’s planning for retirement, funding education, or building a legacy, is incredibly fulfilling,” she said. “Seeing clients gain confidence in their financial future and knowing that I have played a part in that journey is truly gratifying.”
Lacamp Moore said helping folks can be especially gratifying in the current climate that features a financial landscape that is constantly evolving, with market fluctuations, regulatory changes, and economic uncertainties. “Staying informed and adapting strategies to meet these changes requires diligence and continuous learning,” she said. “The balance between these dynamics and ensuring that each client’s unique needs and goals are met is the most challenging part about my job. I enjoy being challenged, though. I wouldn’t change it!”
FAMILY/HOBBIES Ashley is married to Marshall Moore, who works in commercial sales for Trane HVAC. He’s from Fort Worth also and they met riding horses as kids. They have been married for three years and have two dogs, an Australian Shepherd named Radar and a Saint Bernard named Pancakes. They also enjoy live music and shooting sporting clays. Ashley recently won her first National Sporting Clays Association Tournament.
Ashley Lacamp Moore is a Financial Advisor with the Global Wealth Management Division of Morgan Stanley in Fort Worth, Texas. The information contained in this article is not a solicitation to purchase or sell investments. Any information presented is general in nature and not intended to provide individually tailored investment advice. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives. Investing involves risks and there is always the potential of losing money when you invest. The views expressed herein are those of the author and may not necessarily reflect the views of Morgan Stanley Smith Barney LLC, Member SIPC, or its affiliates.
Morgan Stanley Smith Barney LLC. Member SIPC.
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