Ashley KeyAdvisor Transition Lead
Ashley Key serves as an Advisor Transition Lead at Indivisible Partners, where she guides advisor teams through every stage of the transition journey with precision, empathy, and strategic foresight. With over 20 years of experience in advisor transitions and operational leadership, Ashley is known for her reliable, solutions-focused approach that instills confidence and minimizes disruption during complex moves.
Before joining Indivisible, Ashley held senior roles in operations and transition support, including Director of Operations for both NewLevel Investment Strategies and WealthPath Investment Advisors. Earlier in her career, she served as a Registered Client Service Associate and Transition Manager at UBS Financial Services, where she built a reputation for delivering high-touch service and operational excellence. Her experience includes building scalable workflows, leading transition teams, and launching specialized advisor support programs that allowed advisors to focus on growth while maintaining exceptional client care.
Ashley believes every transition is personal. She invests time in understanding each team’s unique needs, tailoring her support to ensure a smooth, efficient transition rooted in clear communication and trust. For Ashley, success is defined not just by operational accuracy but by strengthening the advisor-client relationship throughout the process. Outside of work, Ashley enjoys traveling, hiking, reading and biking with her family. Whether it’s snowboarding in the mountains or white-water rafting, Ashley embraces both movement and the job of slowing down and appreciating the world around her.