FUNDRAISING NEWS | April 08, 2024
Ashton Thomas Private Wealth has added a $300 million advisory team, known as the Confluence Team. The team is based out of Colorado.
The team is led by Angela Johnson and Doug May, both of whom were previously associated with WealthSource. Johnson joined WealthSource in 2021, and May has been with the firm since 2016. Accompanying Johnson and May in the move to Ashton Thomas are an additional advisor, an investment analyst, and two client service associates. Johnson and May had been running separate practices at WealthSource but had sought to unite their efforts under a new firm. Ashton Thomas was among the top choices for Johnson and May due to the wealth solutions and supportive environment it offers.
The addition of the Confluence Team marks the establishment of Ashton Thomas's second team and third office in Colorado. This move signifies Ashton Thomas's strategic growth and its appeal to high-performing advisory teams looking for supportive and aligned platforms.
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John Washington is the Data Research Analyst at Dakota.
