Clark Morzelewski
Senior Wealth Advisor
Private wealth management for sophisticated, affluent individuals
Our team applies decades of financial experience to identify, assess, and address the complexities of your personal and family wealth needs. With an intentional and elevated service experience, we aim to provide precisely what the demands of your complex financial life require: timely, personalized solutions.
Solutions for Your Ideal Financial Life
Asset Management
Estate and Trust Solutions
Tax Services
Wealth Planning
Insurance Solutions
Banking Solutions
Trust, family office, and banking solutions provided by third party entities not affiliated with Ashton Thomas Private Wealth, LLC. Tax services provided by Ashton Thomas Tax Advisory. Insurance products provided by Ashton Thomas Insurance Agency, LLC.
Private Wealth Support Team
Amy Kane
Senior Director, Head of Wealth Planning
Julie Olander
Senior Wealth Planner
Daniel Ritter, Jr.
Senior Director, Head of Tax
Katie Leech
Senior Private Client Tax Advisor
Claudiu Barbos
Senior Director, Head Trader and Portfolio Manager
Ron Piccinini
Director, Head of Investment Research
Deanna Tierney
Senior Private Client Banking Consultant
Alexander McBain
Associate, Private Wealth Client Services