Kelsey Daugherty Earns Advisor for Women™ Certification, Strengthening Ashwood’s Commitment to Serving Women Clients
Ashwood Financial Partners is proud to announce that our Senior Advisor Kelsey Daugherty has completed the Advisor for Women™ Certificate Program through Willow, a nationally recognized program designed to help financial advisors better serve women through specialized training, research, and client engagement strategies.
This accomplishment reflects both Kelsey’s personal commitment and Ashwood’s firmwide mission to provide thoughtful, personalized financial guidance that aligns with each client’s unique goals and life experiences.
Meeting the Moment: A Historic Shift in Wealth
The importance of this work is clear. By 2030, women are expected to control an estimated $34 trillion in investable assets in the United States. This represents one of the largest intergenerational and demographic wealth shifts in history.
Women are increasingly serving as primary financial decision makers for themselves, their families, and their businesses. At the same time, many women face distinct financial planning considerations, including longer life expectancies, career pauses to care for family members, wage disparities, and higher likelihood of managing finances independently later in life.
Providing effective financial advice requires not only technical expertise, but also an understanding of these unique dynamics.
A Certification Focused on Better Outcomes for Women
The Advisor for Women™ Certificate Program equips advisors with deeper insight into the financial realities women face, along with practical strategies to improve communication, planning, and long-term outcomes.
Through this program, Kelsey strengthened her expertise in areas such as:
Helping women build confidence in financial decision-making
Supporting women through life transitions, including career changes, divorce, or widowhood
Creating personalized financial plans aligned with individual values and goals
Communicating complex financial topics with clarity and empathy
As both a woman and a financial advisor, Kelsey brings not only professional expertise but also personal perspective to the clients she serves.
A Natural Extension of Ashwood’s Mission
Empowering women has long been a core focus at Ashwood Financial Partners. The firm works closely with women across all stages of life, including young professionals building financial foundations, women navigating career transitions, families planning for the future, and women managing wealth independently.
“Kelsey’s completion of this certification reflects the intentional care she brings to every client relationship,” said Ashwood Financial Partners. “Her commitment to continued education ensures our clients receive advice that is both technically sound and deeply personal.”
Continuing to Raise the Standard of Advice
At Ashwood Financial Partners, professional development is not simply about credentials. It is about delivering a higher standard of advice and helping clients feel informed, confident, and supported.
Kelsey’s achievement reinforces the firm’s dedication to serving women with expertise, empathy, and intention. As the financial landscape continues to evolve, Ashwood remains committed to helping every client navigate their financial life with clarity and confidence.
The opinions expressed in this commentary are those of the author and may not necessarily reflect those held by Kestra Advisor Services Holdings C, Inc., d/b/a Kestra Holdings, and its subsidiaries, including, but not limited to, Kestra Advisory Services, LLC, Kestra Investment Services, LLC, and Bluespring Wealth Partners, LLC. The material is for informational purposes only. It represents an assessment of the market environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results. It is not guaranteed by any entity for accuracy, does not purport to be complete and is not intended to be used as a primary basis for investment decisions. It should also not be construed as advice meeting the particular investment needs of any investor. Neither the information presented nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. This material was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. It is not intended to provide specific legal, tax or other professional advice. The services of an appropriate professional should be sought regarding your individual situation. Kestra Advisor Services Holdings C, Inc., d/b/a Kestra Holdings, and its subsidiaries, including, but not limited to, Kestra Advisory Services, LLC, Kestra Investment Services, LLC, and Bluespring Wealth Partners, LLC. Does not offer tax or legal advice.
