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Ashley Sullivan

Private Wealth Advisor

With over 15 years or experience, Ashley is an advisor on the private wealth team, dedicated to providing top-tier service and helping build client financial strength and well-being.

Ashley began her career at UBS Financial Services advising clients and learning the financial markets in both Dallas and the New York City metropolitan area. Shifting coasts to San Diego, she joined Fidelity Investments where she continued to advise high-net-worth individuals. Most recently, Ashley served as a Vice President at Charles Schwab and Co., Inc. in San Diego, managing approximately $800 million in high-net-worth family’s wealth for nearly a decade.

Ashley is an alumna of Southern Methodist University in Dallas, TX where she graduated with a business degree in finance. In 2022, she achieved a Master of Science degree in Personal Financial Planning from the College for Financial Planning. She is a lifelong student holding several designations in focused areas of wealth management, including:

  • CERTIFIED FINANCIAL PLANNER™
  • Accredited Wealth Management Advisor SM
  • Chartered Retirement Planning Counselor SM
  • Chartered SRI Counselor™
  • Master Planner Advanced Studies™

Ashley is a native born Rochesterian. Her time spent in San Diego was largely due to her husband’s active-duty career in the United States Navy SEAL teams. As his time in the military ended, they seized the opportunity to return home to Rochester and raise their 2 daughters and son close to family. When Ashley is out of the office, she and her family enjoy traveling both domestically and internationally and spending time outdoors adventuring, hiking, and exploring new sights.

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