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WHZ Welcomes Ashley Robbins as Client Relationship and Experience Associate Thumbnail

WHZ Welcomes Ashley Robbins as Client Relationship and Experience Associate

WHZ News

POMFRET CENTER and TOLLAND, CT (November 29, 2023) — Weiss, Hale & Zahansky Strategic Wealth Advisors (WHZ) has welcomed Ashley Robbins to the firm as a client relationship and experience associate. In that role, she assists clients with operational and administrative needs in collaboration with WHZ’s financial advisors and larger team to provide the best wealth management experience for clients at every touchpoint. 

Robbins is a recent graduate of Eastern Connecticut State University with a bachelor’s degree in business administration and concentration in marketing. Before joining WHZ, Robbins spent several years in the restaurant industry, including as General Manager at Basil’s Restaurant where she oversaw and contributed to the operations of the restaurant, and enhanced customer experience and retention. 

“As we continue to expand our firm, WHZ’s commitment and dedication to providing an exceptional client experience for every client, every time at every touchpoint remains at the forefront of our mission. We are already feeling the positive impact Ashley has had on that goal and our mission in the short time that she's been with us. Ashley’s high degree of professionalism, eagerness to learn, and passion for providing outstanding client experience in every interaction, make her an asset to our growing team,” said WHZ Principal, Managing Partner and Chief Goal Strategist James Zahansky, AWMA®. 

Robbins grew up and resides in Stafford Springs, CT. In her spare time, she enjoys trying new restaurants with family and friends, traveling, going for walks, and Living Well by working out at the gym. 

WHZ is an independent investment and fiduciary asset management firm serving clients in 25 states from its offices in Pomfret and Tolland, CT. The firm provides financial planning and wealth management services to individuals, families, business owners, executives, and not-for-profit institutions through its comprehensive Plan Well. Invest Well. Live Well.™ strategic financial planning process.


Weiss, Hale, & Zahansky Strategic Wealth Advisors (WHZ) is an independent investment and fiduciary asset management firm, and a partner of Commonwealth Financial Network®, one of the largest privately-owned independent Registered Investment Advisor/broker-dealers in the United States. (*As of 9/22, based on self-reported AUM data from 47 participating firms in the 2022 Financial-Planning.com IBD Elite survey.) Founded in 2006, WHZ offers more than 65 years of combined experience in the financial industry and provides wealth management services within a self-developed strategic process that encourages clients to Plan Well, Invest Well, and Live Well™. The firm offers portfolio management and financial guidance to individuals, families, business owners, executives, and not-for-profit institutions in 25 states. They practice at 697 Pomfret Street, Pomfret Center, CT 06259 and 392-A Merrow Road, Tolland, CT, 860.928.2341. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. For more information, please visit www.whzwealth.com.