LUMINA WEALTH MANAGEMENT - Key Persons
Job Titles:
- Certified Financial Planner
- Certified Financial Planner™ Professional
Ashley has over 15 years of experience in the financial services industry. She is a CERTIFIED FINANCIAL PLANNER™ professional and specializes in solving problems as well as providing experienced financial advice. Her outgoing personality and excellent listening skills help develop lasting client relationships. Ashley is a founding member of Coastal Carolina Colleagues, a non-profit organization helping couples minimize the emotional and financial devastation accompanying traditional divorce court processes. She graduated from Greensboro College with a Bachelor of Science in Business Administration and Economics.
Ashley Doyle - Certified Financial Planner™, Meredith Koenig - AAMS® & Financial Advisor, and Bill Anlyan - Managing Member are the trio that makes up the heart and soul of Lumina Wealth Management. We've honed our skills and explored our passions together since 2000 in Wilmington, NC.
As Managing Member, Bill Anlyan's long-term knowledge and experience are one of the cornerstones of Lumina Wealth Management's ability to provide insights into complex wealth issues. Prior to founding Lumina Wealth Management', Bill was an accomplished leader in higher education and arts administration. Bill worked as Assistant Director for the Duke University Comprehensive Cancer Center, Deputy Director at The North Carolina Museum of Art and Vice Chancellor for University Advancement at the University of North Carolina at Wilmington.
Bill completed his undergraduate degree at Guilford College in Greensboro, NC and earned his Juris Doctor from the Duke University School of Law.
Meredith has been a part of the Lumina Wealth Management team since 2008. Her analytical talents are invaluable for recognizing patterns and trends and extracting data-driven intelligence to fuel decisions. Meredith previously worked as a Client Service Associate at Smith Barney, New York and as an Account Administrator for Wachovia Securities, New York. She graduated from the University of North Carolina Wilmington with a Bachelor of Science in Business and a concentration in Finance.