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Wealth Management Continues Expansion in Florida and the Southeast Through New Key Hire

06.03.25 17:00 Uhr

  • Ashley Crotwell, CFP® will join Mesirow Wealth Management as Vice President, Wealth Advisor and is located in the firm's growing Stuart, FL office.
  • Focus is on creating customized, comprehensive wealth plans for high net worth individuals, families, and business owners.
  • Ashley brings more than 25 years of experience in the financial services industry.

CHICAGO, March 6, 2025 /PRNewswire/ -- Mesirow, an independent, employee-owned financial services firm, today announced that Ashley Crotwell, CFP® has joined Mesirow as Vice President, Wealth Advisor. Leveraging more than 25 years of experience, Ashley will serve wealth clients by providing customized, comprehensive wealth plans and expert investment selection.

Wealth Management Continues Expansion in Florida and the Southeast Through New Key Hire | Ashley Crotwell, CFP®, Mesirow Wealth Management, Vice President, Wealth Advisor

"Expanding our presence in Stuart aligns with our focus on serving a growing base of wealth management clients and advancing the firm's footprint across Florida and the regional Southeast," said Brian Price, CEO of Mesirow Wealth Management. "We look forward to ongoing organic growth and continued momentum through potential future acquisitions in the wealth management space."

In September 2024, Mesirow acquired Price Wealth Management, an established RIA firm based in Stuart, Florida. Ashley will join Craig Price, CFP®, CTFA, and Nancy Zehr, CTFA, Senior Client Relationship Specialist, as they serve clients in Southeast Florida. The expansion of wealth management services in Stuart reflects the firm's plans to grow its headcount in the region, with particular focus on Wealth Management and Capital Markets.

"We are excited to have Ashley join our team, and broaden our ability to serve Florida clients," said Craig Price. "We appreciate her professional expertise, and her strong communication skills." Before joining Mesirow in 2025, Ashley served as a Senior Wealth Advisor at Sequoia Financial Advisors where she guided clients through investment planning, tax planning, cash flow planning, debt management and budgeting.

Recently named to Barron's 2024 Top 100 RIA Firms list for the fourth consecutive year,1 Mesirow Wealth Management has more than $12.4 billion in assets under management / assets under advisement,2 and Mesirow overall has $306.2 billion in assets under supervision.3 Learn more about Mesirow Wealth Management.  

About Mesirow 
Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices around the world, we serve clients through a personal, custom approach to reaching financial goals and acting as a force for social good. With capabilities spanning Private Capital and Currency, Capital Markets, Investment Banking and Advisory Services, we invest in what matters: our clients, our communities and our culture. To learn more, visit mesirow.com, follow us on LinkedIn and subscribe to Spark, our quarterly newsletter.

Mesirow has been named one of the Best Places to Work in Chicago by Crain's Chicago Business multiple times and is one of Barron's Top 100 RIA firms.

Media
mediainquiries@mesirow.com
Michael Herley | 203.308.1409

Mesirow does not provide legal or tax advice. Mesirow refers to Mesirow Financial Holdings, Inc. and its divisions, subsidiaries and affiliates. The Mesirow name and logo are registered service marks of Mesirow Financial Holdings, Inc., © 2025, Mesirow Financial Holdings, Inc. All rights reserved. Investment management services provided through Mesirow Financial Investment Management, Inc., Mesirow Institutional Investment Management, Inc. and Mesirow Financial Private Equity Advisors, Inc., all SEC-registered investment advisor, a CFTC registered commodity trading advisors and member of the NFA, or Mesirow Financial International UK, Ltd. ("MFIUK"), authorized and regulated by the FCA, depending on the jurisdiction.

Award recognition disclosures: mesirow.com/award-recognition-disclosures

  • 2024 Barron's Top RIAs (Received September 2024 for the year 2023 – Licensing fees paid post award for use of the ranking). In order to be considered for the Barron's 2024 Top RIA Firms list, applicants were required to complete a 145-question survey, with the firm's ADV informing the majority of responses. Firms were also required to meet a number of other specified requirements to be eligible for inclusion. Firms were ranked based on various qualitative and quantitative factors, including assets managed, the size and experience of teams, regulatory records of the advisors and firms, technology spending, staff diversity, organic and M&A growth, client segmentation as well as succession planning.
  • Assets under management is as of 12.31.2024 and Assets under advisement is as of 9.30.2024. Some assets under advisement ("AUA") are on a 45-to-90-day lag due to time needed to confirm away assets.
  • As of 12.31.2024 unless otherwise noted. | 1. "Assets under supervision" includes regulatory assets under management; assets under advisement; and non-securities currency assets under management. For these purposes: (1) regulatory assets under management ("RAUM") is calculated in accordance with Instruction 5A of Form ADV and includes all assets of securities portfolios (both discretionary and non-discretionary). (2) Some assets under advisement ("AUA") are on a 45-to-90-day lag due to time needed to confirm away assets. (3) Currency assets under management includes AUM associated with (i) active and passive currency risk management products $175.23 billion, (ii) non-fx overlay strategies such as equitization and beta overlays $885.03 million, and (iii) alpha strategies $1.57 billion. In all such cases, AUM is calculated based on notional value of currency investments. Additionally, AUM for alpha strategies is adjusted because clients can select a volatility target (generally between 2% and 12% annualized), which is normalized to 2% in order to create a consistent depiction of alpha strategy AUM. This results in a "scaled" AUM, which is higher than the actual ag6gregate notional value of all alpha strategy portfolios if clients have selected a volatility target higher than 2%. As of 12.31.2024, the "unscaled" AUM for alpha strategies was $365.38 million.

    • (PRNewsfoto/Mesirow)

    Cision View original content to download multimedia:https://www.prnewswire.com/news-releases/wealth-management-continues-expansion-in-florida-and-the-southeast-through-new-key-hire-302394773.html

    SOURCE Mesirow Financial Holdings, Inc.