Ashley Woods

Vice President, Wealth Advisor
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Areas of Expertise

Tax Strategies
Asset Allocation
Retirement Planning
Tuition Planning
Life Insurance

Qualifications & Experience

  • Middlebury College, Magna Cum Laude, BA in Economics/German, Phi Beta Kappa
  • 15+ years of experience in Retirement Planning, Investment Management & Tax Planning
Needham, MA

Media

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Words to Live By

If you fail to plan, you are planning to fail.
Benjamin Franklin

Client Experience Professionals

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Team Members

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About

Ashley Woods is a seasoned financial planner with nearly 20 years of experience in financial services and over a decade dedicated to guiding clients through life’s financial decisions with clarity and confidence. She works closely with growing families, single parents, and individuals preparing for or enjoying retirement, bringing a personalized, relationship-driven approach to every client. Known for her empathy and thoughtful guidance, Ashley meets clients where they are and empowers them to plan intentionally for the life they envision.

A key member of the E3 Financial Planning team for more than 10 years, Ashley has built a reputation for meticulous preparation, client advocacy, and strategic insight. She earned her B.A. in Economics and German magna cum laude from Middlebury College and is recognized for her ability to simplify complex concepts and foster long-term client trust.

Ashley lives in Natick, Massachusetts, with her daughter and enjoys running, yoga, cooking, exploring local hiking trails, and attending live music events.