P. Jill Ashley, Esq.

CPA
Senior Wealth Manager (2017 – 2024)

Jill spent several decades building deep, multi-generational relationships with her clients, serving families, businesses, estate and trusts in all things financial. After earning her Juris Doctor in 2024 and completing an LL.M. in Estate Planning in 2025, Jill transitioned from her role as Senior Wealth Manager in the Global Trust office to establish her boutique law practice. Today , she helps clients design purpose-driven estate plans that weave together their wealth, asset protection, tax planning, and philanthropic goals.

Office: 561-597-1078

eFax: 561-325-6140

Email: jill@pjashleylaw.com

Background

• Gleaning skills from a diverse background ranging from commercial real estate leasing and development, insurance, business consulting on operational efficiencies, as well as tax, accounting, asset management and trustee services, Jill's analytical skills led her to adopt her mantra:

  "When your goals are clear, your decisions are easy."

Education

• FL Southern College, Bachelor of Science in Communications - 1984

• FL Southern College, Bachelor of Arts in Accounting/Business-1990

• Certified Public Accountant, FL - 1992

• Series 65 Securities License, NASAA - 1998

• Executive Education Certificate, Wharton Business School - 2007

• FL 215 Individual Insurance License – 2005-2017

• FL Insurance Agency License (Ashley FInancial Services, P.A.) – 2008-2017

• Stetson University College of Law , Juris Doctor - 2024

• Florida Bar licensure – 2024

• University of Miami/ Heckerling Institute Graduate Program, LL.M. in Estate Planning - 2025