SAFE Credit Union Wealth Management Advisor

Cleveland Ashley is a financial professional with over 25 years of experience in the financial services industry, having advanced from Banker to Branch Manager, Regional Private Banker, and now Wealth Advisor. Throughout his career, he has focused on helping individuals and families pursue their financial goals with confidence.

His approach is consultative and relationship driven. He takes the time to understand what matters most to his clients, educates them on their options, and delivers practical, personalized strategies designed to support long term financial goals with confidence.

What clients can expect when working with him:

A client first mindset
Clear guidance on how investment strategies align with personal goals
Consistent follow up and dependable follow through

Outside of work, he enjoys staying active through sports, traveling, long walks on the beach, and spending quality time with family. He looks forward to partnering with you and your family to help achieve your financial goals with peace of mind.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

Financial Advisors are registered with, and securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA / SIPC). Insurance products are offered through LPL or its licensed affiliates. SAFE Credit Union and SAFE Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SAFE Financial Services, and may also be employees of SAFE Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, SAFE Credit Union or SAFE Financial Services. Securities and insurance products offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency

Not Credit Union Guaranteed

Not Credit Union Deposits or Obligations

May Lose Value

SAFE Credit Union provides referrals to financial professionals of LPL Financial LLC pursuant to an agreement that allows LPL to pay the financial institution for these referrals. This creates an incentive for the financial institution to make these referrals, resulting in a conflict of interest. SAFE Credit Union is not a current client of LPL for brokerage or advisory services. Please visit LPL Financial for more detailed information.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

LPL Financial Form CRS

Cleveland Ashley

Wealth Advisor

What's your number?

Accurately pinpoint your risk tolerance with a free analysis.