ASHLEY FOLKES

Ashley Folkes is a Financial Planning Officer with Truist Wealth and a member of the Parks-DuMontier Financial Group, bringing more than 25 years of experience advising Individuals, high-net-worth families, business owners, and senior executives on complex financial matters. He focuses on guiding clients through interrelated financial decisions with clarity, discipline, and a long-term strategic perspective, particularly in retirement income planning and distribution strategies.

Ashley holds an extensive range of advanced industry designations—including CERTIFIED FINANCIAL PLANNER® (CFP®), Accredited Estate Planner® (AEP®), Certified Private Wealth Advisor® (CPWA®), Retirement Income Certified Professional® (RICP®), Certified Exit Planning Advisor® (CEPA®), and Chartered Retirement Planning Counselor® (CRPC®)—reflecting his commitment to technical excellence and comprehensive planning. His approach is rooted in evidence-based strategies that integrate retirement income design, investment management, tax efficiency, estate and legacy planning, business succession, and executive compensation.

Ashley earned his Bachelor of Science in Marketing from Troy University and has completed advanced professional education, including the Private Wealth Management program at the University of Chicago Booth School of Business. He is also a published author and has been a contributor to most national financial media outlets, where he provided insight on a wide range of complex financial topics.

Outside of his professional work, Ashley values time with his wife, Meng, and their son, Callen. He is also a dedicated endurance athlete, a pursuit that has taken him around the world and reflects the same discipline, focus, and resilience he brings to his practice.

Ashley Folkes is a Financial Planning Officer with Truist Wealth and a member of the Parks-DuMontier Financial Group, bringing more than 25 years of experience advising Individuals, high-net-worth families, business owners, and senior executives on complex financial matters. He focuses on guiding clients through interrelated financial decisions with clarity, discipline, and a long-term strategic perspective, particularly in retirement income planning and distribution strategies.

Ashley holds an extensive range of advanced industry designations—including CERTIFIED FINANCIAL PLANNER® (CFP®), Accredited Estate Planner® (AEP®), Certified Private Wealth Advisor® (CPWA®), Retirement Income Certified Professional® (RICP®), Certified Exit Planning Advisor® (CEPA®), and Chartered Retirement Planning Counselor® (CRPC®)—reflecting his commitment to technical excellence and comprehensive planning. His approach is rooted in evidence-based strategies that integrate retirement income design, investment management, tax efficiency, estate and legacy planning, business succession, and executive compensation.

Ashley earned his Bachelor of Science in Marketing from Troy University and has completed advanced professional education, including the Private Wealth Management program at the University of Chicago Booth School of Business. He is also a published author and has been a contributor to most national financial media outlets, where he provided insight on a wide range of complex financial topics.

Outside of his professional work, Ashley values time with his wife, Meng, and their son, Callen. He is also a dedicated endurance athlete, a pursuit that has taken him around the world and reflects the same discipline, focus, and resilience he brings to his practice.