Sally Fields

Sally Fields

Client Service Associate

Phone: (614) 784-6000
Fax: (614) 784-6010
E-mail:
 

Sally is a key player in processing documentation needs.  Having started with Ascend Advisory Group in 2013, Sally demonstrates professional expertise.  Adding or removing Power of Attorney entitlements in addition to executing the account transfer process are just a couple of examples of where she transcends.  Along with opening individual, joint, varioius IRA, and 529 accounts, Sally also interacts with clients daily to complete pertinent forms and applications to streamline asset transfers such as contributions, distributions, wires, journals, and ACH needs.

Prior to joining Ascend Advisory Group, Sally obtained her Bachelor of Science degree from Indiana Wesleyan University and began her finance career in 2011.  Having gained a wide range of Medicaid and Medicare knowledge such a state requirements funding, asset limitations, and financial guidelines, Sally, formerly a Financial Counselor, aspired her position in various locations which included Kentucky, Ohio, and Tennessee.  As a Financial Counselor, Sally offered guidance and support to those needing information on the proper steps to take and when.  She is currently studying toward the FINRA Series 7 registration.

Away from the office, Sally enjoys spending quality time with her family, giving back to the community, and cooking.  Donating needs such as a food, clothing, and toys at various local donation centers, she loves applying her creative skills to fun, festive snacks and meals.  Sally and her husband, Bruce, live in Lewis Center, Ohio, with their two children, Reagan and Carson.

 

 

 

Investment and Insurance Products: | NOT FDIC Insured | NO Bank Guarantee | MAY Lose Value

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Ascend Advisory Group, LLC is a separate entity from WFAFN. ©2017 Wells Fargo Clearing Services, LLC. All rights reserved. 0217-03407[MM003407 v1] 2/17