Ash Daggs serves in the role of Private Wealth Advisor, responsible for delivering comprehensive strategies and solutions for high-net-worth clients. He is based in San Francisco.
Prior to his current role, Mr. Daggs served as a Private Wealth Manager at Merrill Private Wealth Management. Previously, he held the roles of Wealth Advisor for Wells Fargo Private Bank, and Principal at Thomas Wiesel Partners LLC. Mr. Daggs earned the Certified Financial Planner designation in 2010.
Mr. Daggs has been a board member with the League to Save Lake Tahoe since 2011, serving as the Board President from 2014-2017. He lives in the East Bay with his wife, Kelly, and children, Riley and Taylor. When he isn’t working he enjoys mountain biking, fly fishing and spending time in the mountains.
The person named an investment advisor representative of SVB Wealth LLC (an SEC registered investment adviser). adviserinfo.sec.gov