Experience
Ashley Shearin is Director of Client Operations for LBMC Investment Advisors, LLC. An operations executive with 21+ years of experience in wealth management, she leads operational strategy, client experience, and business infrastructure across the firm.
Ashley is skilled at optimizing workflows, enhancing reporting and data systems, managing vendor relationships, and driving operational efficiency. She is known for delivering a high-touch client experience while supporting the firm’s growth through strong leadership, strategic problem-solving, and process improvement.
She oversees initiatives focused on client engagement and retention, including LBMC’s High-Net-Worth Women’s Initiative, which has helped cultivate meaningful relationships, produced high retention rates, and elevated overall client satisfaction.
LBMC Investment Advisors, LLC is a Registered Investment Advisory Firm with over $2 billion in assets, located in Nashville, Tennessee. The firm was named among Barron’s Top 1,200 Advisors in 2024, received the CPA Wealth Provider’s Financial Planning Award in 2021, and earned the Investment News Financial Advice Best Practice Award by Accounting Today in 2016.