Get to know us
Our story
After thirteen years of working as an advisor in the investment and financial planning industry, Emily Lee made the decision to act on her long-term goal and dream of creating her own investment and financial services company - a company that would be centered around her desire to assist clients in fully meeting their individual goals and needs. She yearned to create a solution process where clients would be genuinely valued and understood for their individuality and uniqueness. A place where they felt the support of having a true partner on their financial journey. It is in the pursuit of her vision that Emily founded Stateline Wealth Advisors with a commitment to providing clients a transparent, uncomplicated, and easy-to-visualize path toward their financial future.
In the midst of this quest, the journey took a serendipitous turn when Emily met Bob Ashley while delivering scholarship checks at a local school. A brief introduction led to many hours of discussion over time. Emily learned that Bob had owned and operated an insurance and investment service agency in Abingdon since 2005 and his business had grown to a point where he was actively seeking a partner. Emily and Bob discovered during their discussions that they shared core beliefs, goals, and values rooted in the philosophy of building long-term client relationships based on friendship, trust, hard work, and a commitment to excellence. It was upon this discovery that the decision was made, after much due diligence, to form an alliance and work to achieve these goals and dreams together.
Together, we are writing our next chapter. We are Stateline Wealth Advisors, and we are here to be your partner in providing you the assistance you need to meet your financial goals and dreams. With offices in Bristol, Tennessee and Abingdon, Virginia our associates have amassed over 94 years of cumulative experience in Investment Management, Financial Planning, Banking, Tax and Accounting, and Insurance Services. We are here to help you, and we look forward to building a long-lasting friendship and financial relationship with you. Our story will continue, and we want you to be a part of it.
Our team
Emily Lee, CFP®, CPWA®
Founder & Senior Wealth Advisor
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Emily has a passion for bringing clients a combination of personalized, yet disciplined, planning-based wealth management strategies. She understands the significant impact a strategic plan can have to minimize taxes, manage the growth of wealth, and carry forward a long-lasting legacy in helping families pursue both personal and financial goals. Her mission is to give you and your family the best life possible using the extensive resources within Cambridge, backed by the integrity, honesty, and professionalism of everyone on her team.
Continued education, personal growth, and professional development are important to Emily in maintaining the highest fiduciary standard for the families she assists in navigating the ever-changing financial landscape. She has completed the Yale School of Management’s Certified Private Wealth Advisor® certification program and is also a Certified Financial Planner®, which is awarded to individuals who successfully complete the Certified Financial Planner Board’s intensive initial and ongoing annual certification requirements. As a graduate of Emory & Henry College, she earned a Bachelor of Science degree in both Business and Chemistry.
Serving her local community and working with other professionals in a civic capacity is something Emily enjoys. She has served on the Board of Directors for the Birthplace of Country Music Inc., Highland’s Community Services, Children’s Advocacy Center of Bristol/Washington County, Emory & Henry Alumni Association, Washington County Rotary, Boys & Girls Club, and William King Museum of Arts. Emily spends her free time with family and friends enjoying time outside with her husband and 3 kids (1 son and 2 pups). She is also known to compete in family basketball pickup games or reunite with her Emory & Henry Tennis teammates for a match.
Bob Ashley
Senior Wealth Advisor & Partner
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Bob is a seasoned professional with over 42 years of combined experience in Banking, Insurance, and Investment Services. A 1980 graduate of Emory and Henry College with a B.A. in Business Management, Bob has a rich background in Retail Bank Branch Management, having spent 10 years with Dominion and Sovran Banks, culminating in his last banking position as Vice President and Area Manager. His dedication to professional development is evident in his graduation from The Virginia Bankers School of Bank Management in 1987, where he also served as Class President. Since 1990, Bob has held licenses in Life and Health Insurance, and he acquired Series 6 and 63 Securities licenses in 1992.
As the President and founder of Robert Ashley & Associates, Inc., Bob has demonstrated leadership not only in his business but also in the community. He has a history of service, having previously served on the Board of Directors and as Past President of organizations such as the Abingdon Rotary Club, The Radford Chamber of Commerce, The American Cancer Society, and the American Heart Association. Currently, he serves on the Board and as Treasurer of Southwest Virginia Community Health Systems and the Board of The Saltville Museum of the Middle Appalachians.
A FINRA Registered Representative with Series 7 and 66 Securities registrations, Bob continues to bring his wealth of experience to benefit his clients and community.
David Saddler, CPA
Senior Wealth Advisor & Partner
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David brings over 35 years of financial work experience to the table. He has a Magna Cum Laude BBA in Accounting from East Tennessee State University in 1984. A lifelong resident of East Tennessee/Southwest VA, David currently resides in Bristol, maintaining a CPA license for over 30 years. His diversified work experience spans Corporate, Small Business, and Personal Finance, providing a comprehensive understanding of the unique challenges, risks, and opportunities in the financial world.
As a Small Business Owner, he has gained personal insights into the intricacies of entrepreneurial endeavors. Beyond his professional pursuits, David actively volunteers for various church and community organizations.
Holding FINRA registrations with Series 7 and 66 securities, he is licensed to offer clients a broad spectrum of financial services, including IRA’s, 401k Rollovers, College Savings Plans, Stocks, Bonds, Mutual funds, ETFs, and Fixed and Variable Annuities, as well as expertise in Life, Disability, and Long-Term Care Insurance.
Jimmy Gobble
Wealth Advisor & Partner
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Jimmy’s professional journey began immediately after completing high school, marked by his selection as the 43rd overall pick in the Major League draft by the Kansas City Royals. From 1999 to 2011, he showcased his skills across multiple ballclubs, contributing eight seasons to the Big Leagues from 2003 to 2010. Following his retirement, Jimmy chose to establish roots in Bristol, VA, where he resides with his wife Julie and three children.
Expressing a long-standing aspiration to contribute to wealth management and serve families in local communities, Jimmy is enthusiastic about being part of Stateline Wealth Advisors, contributing to the advancement of the firm's mission across the region. Beyond his professional commitments, Jimmy and his wife are actively engaged in community initiatives. Jimmy lends his expertise as a baseball coach at John Battle High School, and together with Julie, they collaborated with Johnston Memorial Hospital to host the Andrew Mullins Memorial Golf Tournament until 2011.
During his leisure time, Jimmy enjoys watching his kids play basketball and baseball, and he relishes outdoor activities such as fishing and hunting. His multifaceted experiences both in professional sports and wealth management contribute to his holistic approach to serving the community.
Greg Thompson
Senior Wealth Advisor & Partner
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A resident of Southwest Virginia since 1958, Greg currently resides in Lebanon, VA, with Susan, his wife of 49+ years. They share the joy of raising two children and delight in the presence of their two grandchildren. Greg holds an AAS from Southwest Virginia Community College and is an alumnus of Bluefield College. With a comprehensive career spanning over 25 years in the coal industry, he spent 16 years in human resources, specializing as an administrator of benefits, which included managing 401k, profit-sharing, and disability/health insurance programs.
For the past two decades, Greg has been a registered representative, actively contributing to the local church and community organizations. As a FINRA registered representative with Series 6, 63, and 65 securities registrations, he is well-equipped and licensed to provide clients with a diverse range of financial services, encompassing IRAs, 401k/Rollovers, Mutual Funds, Fixed and Variable Annuities, as well as expertise in Life, Disability, and Long-Term Care Insurance.
Kim McFadden
Office Manager
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Kimberly McFadden is an office management professional boasting over 25 years of experience in office administration and human resources. As the overseer of day-to-day operations, Kim exhibits exceptional leadership and organizational skills, ensuring the seamless functioning of the office. Currently advancing her qualifications, she is diligently working towards obtaining her Life and Health Insurance License.
Before joining the teams at Robert Ashley and Associates and then Stateline Wealth Advisors, Kim worked as a Business and Human Resource Administrator at a large non-profit organization and in office administration at a private label brokerage. A Southwest Virginia native, Kim has proudly called Bristol home since 1994. Beyond her professional endeavors, she takes immense pride in her roles as a devoted wife, mother, and cherished Gigi. Kim finds joy in spending quality time with her friends and family, bringing a warm and personable touch to her professional and personal pursuits.
Our mission
To empower individuals and families to live life to the fullest with financial confidence.
Our vision
To transform lives in our region through personalized, ethical, and strategic financial solutions.
Our values
Confidence
We instill confidence in our clients through clear and ethical financial guidance, empowering them to live the life they desire.
Excellence
We demonstrate excellence in our approach to educating and guiding clients through their financial journey.
Client Achievement
We measure our success by the satisfaction and prosperity of our clients while upholding the highest standards of integrity.
Our partners
Our software
We utilize visualization software to help clients see their financial journey clearly. This innovative tool transforms complex financial data into a visual roadmap, making it easier for clients to understand and actively participate in their financial planning.
Our Services
At Stateline Wealth Advisors, we empower you to live abundantly with financial confidence. Life transitions can sometimes seem overwhelming, and how you properly navigate putting together the financial pieces is crucial for tax efficiency, long-term financial security, and the longevity of your success. We create your custom financial strategy to simplify the complexities of finance so you can visualize all the possibilities and confidently afford the life you want.
Comprehensive Financial Planning
Plan your financial future with confidence and clarity.
Investment Portfolio Construction
Build your wealth strategically with professional investment guidance.
Retirement Income Generation
Create a retirement plan designed for sustainable income providing you confidence in retirement.
Risk Management - Insurance
Protect your family’s future with comprehensive risk management.
Income Tax Planning
Minimize tax burdens and optimize your financial strategy.
Estate Planning
Secure your legacy and efficiently transfer your wealth.
Our Approach
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We focus on helping you achieve your desired lifestyle through clear, thoughtful financial planning using a visualization software.
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Our team always prioritizes your interests and manage your trust with the utmost integrity.
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Your financial journey is unique, and our advisory services are tailored to your individual needs.
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With locations in Abingdon and downtown Bristol, and the ability to meet virtually across state lines, we make it easy for you to access our services.
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Our female-led team brings unique perspectives and a collaborative, empathetic approach to financial guidance.
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We collaborate with clients to determine the optimal fee approach, whether it's an Assets Under Management fee (a percentage based on the total value of managed assets) or Fee-for-Planning (a set amount), providing flexibility in choosing the option that best suits you.