Ashlee Deal

Financial Advisor

Ashlee’s mission is to partner with clients to help organize and simplify their financial lives, gain clarity on their personal values and goals, and create a custom plan to suit their unique needs. She uses her technical expertise to address short and long-term goals, as well as being an advocate for her clients in the planning process that often involves other professionals. Whether they are just getting started in their careers, going through major life changes, or preparing for retirement, clients can benefit from having a partner in Ashlee and CAP Partners. 
Ashlee brings a decade of experience in financial planning and wealth management, with specialized knowledge in tax planning, social security benefits, and employer retirement plans. In addition, her passion for financial education has led her to develop educational programs for both women and teens throughout her career. Along with being a Certified Financial Planner (CFP®), she also holds a Certified Public Accountant (CPA) license in Tennessee and Alabama, is a Certified Plan Fiduciary Advisor (CPFA), and holds Life and Health Insurance licenses. She earned her Master in Business Administration (MBA) in Accounting from Troy University in 2013.
Ashlee lives in Columbia with her husband Josh, who is an officer in the Tennessee National Guard and runs a production company. Outside of work, she enjoys camping and hiking the National Parks, travel photography, visiting family in Alabama and Pennsylvania, and participating in her husband’s film projects.
Phone (615) 212-5156