Ashley
Mcdonald

Frost Investment Services

CRD#6554630
Investment Advisor
in Spring, TX

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About this Advisor

Ashley Mcdonald is a financial advisor who works in Spring, Texas. Mcdonald is on the advisory team at Frost Investment Services. Over the course of their career, Mcdonald has held roles at Ruffalo Cody/ Texas State / University Advancement, Texas State University, Showmakers Of America, Frost Bank, Pnc Bank, Bbva Usa and Bbva Compass. Mcdonald holds a Series 63 license, which qualifies them as a securities agent, and can advise clients in Texas. Frost Investment Services is a financial advisory company operating out of San Antonio, TX. The company has offices in 50 locations and a total of 105 advisors. It oversees $2 billion in assets under management across its 2,897 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to four charities and foundations. Of its 2,897 client accounts, 23% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The company performs a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fee schedules are based on the type of services provided. Fees billed by Frost Investment Services typically consist of asset-based fees.

Certifications and Registrations

Series 63

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

10767 Kuykendahl Rd
Spring, TX 77382

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Frost Investment Services Brokerage Details

Total Assets Under Management

$2,408,896,769

TX Average: $3,042,739,679
Total Number of Employees

105

TX Average: 49
Total Number of Accounts

2,897

TX Average: 2,315
Average Account Size

$831,514

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Ashley Mcdonald Work History

Ashley has been registered as a financial advisor for 0 years.*

2022 - Present (2 years)

Frost Bank

2021 - 2022 (1 year)

Pnc Bank

2019 - 2021 (2 years)

Bbva Usa

2015 - 2019 (4 years)

Bbva Compass

2014 - 2015 (1 year)

Ruffalo Cody/ Texas State / University Advancement

2011 - 2015 (4 years)

Texas State University

2011 - 2015 (4 years)

Showmakers Of America

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Ashley Mcdonald to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Frost Investment Services

John Shorter
San Antonio, TX
Pamela Milstead
Spring, TX
Elizabeth Steen
San Antonio, TX
Ralph Gonzales
San Antonio, TX
John Deberry
San Antonio, TX
Alex Bahun
Austin, TX
Christina Rodgers
San Antonio, TX
Alberto Chavez
San Antonio, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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