Welcoming Chris Milligan, CFA!
To our clients, friends, and partners,
As a follow-up to our “Looking Ahead in 2025” email and commitment to providing you with enhanced resources going forward, we are thrilled to introduce the newest member of our team, Chris Milligan, CFA. Chris brings a wealth of experience and dedication to client service that aligns with our Company, Investing, and Service Values at Ashwood Financial Partners. More information about our values can be found at Ashwood Financial Partners.
With a passion for helping others, Chris takes a comprehensive approach when working alongside clients to help them achieve their financial goals. He believes in building long-term relationships built on trust, a proactive approach, and encouraging open communication. With his experience in research and portfolio management and working with clients, Chris creates tailored investment portfolios and financial plans that align with clients’ financial goals.
As a CFA Charterholder, Chris upholds the highest standards of ethics, education, and professional excellence in the financial industry. This designation reflects his commitment to our firm's values of Integrity and Client-Centric Approach, ensuring that he acts in your best interest as a fiduciary with the utmost professionalism. In addition, the CFA Charter underscores his dedication to Research-Driven Decisions and a Disciplined Process, qualities that are essential for sound planning and investment management.
Prior to joining Ashwood Financial Partners, Chris spent over 13 years as a research analyst and advisor for a wealth management firm. He is a graduate of Virginia Military Institute (VMI) and a Chartered Financial Analyst (CFA). Chris is actively involved in the community, serving as a board member of Massey Alliance and the CFA Society Virginia. He previously served on the VMI Economics and Business Academic Advisory Board and was the president of the UnBoundRVA young professional board. In his free time, Chris enjoys spending time with his friends and family and cheering on his favorite sports teams.
Chris' commitment to our shared values of Integrity, Client-Centric Approach, Commitment to Excellence, and Innovation, makes him a valuable asset to the Ashwood Financial Partners’ team.
Please join us in welcoming Chris to Ashwood Financial Partners and check Our Team page for more information. We encourage you to watch the brief video introduction here – Meet Chris
We are here for YOU.
Ashby W. Price, CFA, AIF®, CRPS - ashby@ashwoodfp.com
Kelsey L. Daugherty, CPFA – kelsey@ashwoodfp.com
Chris Milligan, CFA – chris@ashwoodfp.com
Best,
The Ashwood Financial Partners’ Team
