Ashby Dawson, CFP®, AAMS®

Partner | Wealth Manager

Partner | Wealth Manager Ashby Dawson operates her independent Kingsview Partners practice in Amarillo, Texas. She is a former Edward Jones advisor with fifteen years of experience and joined Kingsview’s independent platform in 2023.

Planning to Flourish

“I love to watch people flourish,” says Ashby, “and I think well-laid plans build bright outcomes. The right financial advice can help prepare you for whatever life brings -both the expected and the unexpected.” Ashby’s purpose is to help her clients feel confident, connected and in control of their financial lives.

The Measure of Success

Ashby’s personal measure of success is knowing her clients are poised to meet their goals and protect themselves from life’s many uncertainties. Her exacting and thorough nature allows her to walk
alongside clients with creative and strategic strategies.

“Always acting in the best interest of my clients as a true fiduciary brings me the greatest satisfaction. It also allows us to sit on the same side of the table when making important decisions.”

Education, Certifications, Awards and Recognition

Ashby attended Hardin-Simmons University and graduated with a BA in Finance. She holds credentials as a CFP® (Certified Financial Planner) ) and AAMS™ (Accredited Asset Management Specialist™). She has also been featured in Forbes as a Top Women Wealth Advisors Best-In-State and Top Next-Gen Wealth Advisors Best-in-State.

  • Forbes Best-in-State Women Wealth Advisors, 2023
  • Forbes Best-in-State Women Wealth Advisors, 2022
  • Forbes Top Next-Gen Wealth Advisors Best-in-State 2022

Areas of Specialty

  • Investment Management
  • Social Security Retirement Benefits
  • WEP/GPO Income Planning
  • Tax Planning Strategies
  • Portfolio Optimization
  • Women’s Financial Strategies
  • Business Retirement Plans
  • Retirement Plan Distributions
  • Retirement Income Strategies
  • Pantex Retirement Benefits
  • Charitable Giving Strategies

On a Personal Note:

Outside work, Ashby and her husband, Dale, live in Amarillo and have twin sons, Max and Dutch. She enjoys spending time with her family, gourmet cooking, fishing and tennis.

Located in Texas