Crotwell Joins Mesirow as Vice President Enhancing Florida Wealth Management Presence
Investor - People | Mar 06, 2025 | Mesirow Financial Private Equi
Mesirow Financial has expanded its wealth management footprint in Florida by appointing Ashley Crotwell, CFP, as Vice President, Wealth Advisor in the firm's Stuart, FL office. This strategic move aligns with Mesirow's plans to increase their headcount in the region and further reach high net worth individuals and families. Ashley Crotwell, who brings 25 years of industry expertise, will collaborate with Craig Price and Nancy Zehr to deliver comprehensive wealth and investment plans to Southeast Florida clients. Previously, Mesirow acquired Price Wealth Management, an RIA firm in Stuart, Florida, underscoring its focus on organic growth through strategic acquisitions. Mesirow's assets under management and advisement exceed $12.4 billion, while its overall assets under supervision total $306.2 billion.
Sectors
- Wealth Management
- Financial Services
- Investment and Asset Management
Geography
- United States - Florida – The article is set in Florida, where Mesirow is expanding its wealth management services, specifically in the city of Stuart.
- United States - Southeast – Mesirow aims to increase its footprint across the broader Southeast region, as mentioned in their strategic plans.
- United States - Chicago – Mesirow is headquartered in Chicago, playing a significant role as the base of operations for its nationwide expansion strategies.
Industry
- Wealth Management – The article focuses on Mesirow's efforts to enhance its wealth management offerings, targeting high net worth individuals and families in the Florida and Southeast regions.
- Financial Services – Mesirow, as a financial services firm, provides a broad range of investment and advisory services, highlighted by its strategic geographic expansion in this article.
- Investment and Asset Management – Mesirow's management of significant assets under advisement and supervision underscores its primary role in the investment and asset management sector.
Financials
- $12.4 billion – Represents the assets under management/advisement by Mesirow Wealth Management as of 2024.
- $306.2 billion – Total assets under supervision by Mesirow as of 2024.
Participants
| Name | Role | Type | Description |
|---|---|---|---|
| Mesirow Financial | Private Equity Firm | Company | An independent, employee-owned financial services firm that provides wealth management and other investment services. |
| Ashley Crotwell, CFP | Vice President, Wealth Advisor | Person | A seasoned wealth advisor with over 25 years of experience, recently hired to enhance Mesirow's wealth management team in Florida. |
| Price Wealth Management | Target Company | Company | A recently acquired RIA firm based in Stuart, Florida, facilitating Mesirow's growth in the region. |
| Craig Price, CFP, CTFA | Senior Client Relationship Specialist | Person | A part of Mesirow's wealth management team in Southeast Florida, collaborating with Ashley Crotwell. |
| Nancy Zehr, CTFA | Senior Client Relationship Specialist | Person | Works alongside Ashley Crotwell and Craig Price in serving the Southeast Florida client base. |
| Sequoia Financial Advisors | Previous Employer | Company | Ashley Crotwell's prior workplace where she served as a Senior Wealth Advisor. |