Our Team

Neil D. Ruda

Neil D. Ruda

  • AWMA
  • Managing Director - Investment Officer
Neil Ruda has over 30 years of business experience which he uses to help individuals and business owners achieve their investment goals. He offers a customized approach to investing and formulates sound investment strategies by taking the necessary time to listen to his clients' needs. Whether an individual is accumulating wealth, planning for or managing through retirement, Neil provides valuable guidance as a trusted advisor. He prides himself on the relationships he cultivates with his clients and the dedicated service that he and his team provide.

Neil is a Managing Director and a member of the firm's Premier Advisors Program. This distinction reflects his focus on professional success and his efforts to exceed Wells Fargo Advisors' high standards. Prior to joining Wells Fargo Advisors in 2007, he was a Vice President Financial Consultant at RBC Dain Rauscher. Neil holds a bachelor's degree in business administration from The Ohio State University. In 2006, he earned his Accredited Wealth Management Advisor (AWMA®) certification to further strengthen his knowledge of the financial services industry.

Neil is an active member of his community, supporting numerous charities and a board member of Jewish Family Service.  He and his wife, Leslie, live in Pittsford with their daughters, Macie and Karlie. When time permits, he enjoys exercising, golfing, and boating.

*The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by three or more of the following: length of service with the firm, completion of educational components, business production and professionalism.*
Amy Sullivan

Amy Sullivan

    • Vice President - Investment Officer
    Amy Sullivan has more than 30 years of experience in the financial services industry. She most recently utilized her diverse skill set helping individuals and business owners evaluate and strategize to meet their financial goals. With a strong background in analytics, risk/operations, and relationship management, Amy takes a personalized approach in developing long term sustainable financial solutions for her clients. She takes an active role in investment planning using a holistic approach to address concerns and provide investment guidance.

    Prior to joining Wells Fargo Advisors, Amy worked in wealth management at UBS Financial Services. She has spent the majority of her career focused on investment management as CFO/COO of two registered investment firms in the hedge fund industry. She was responsible for compliance and risk management, financial reporting, investor relations and portfolio structuring for a hedge fund focused on the financial services sector, with emphasis on consolidation in the community banking sub-sector. Earlier in her career, Amy was Vice President and Division Head of Global Securities Services at Bankers Trust Company in New York City.

    Amy graduated from Niagara University with a B.A. in Mathematics.

    Amy has three children: Sean, Laney, and Jillian. She loves sports and can always be found at basketball or lacrosse games or volunteering for her daughter's lacrosse club when not in the office.

    Megan Hafler

      • Client Associate
      Megan joined the Ruda Investment Group of Wells Fargo Advisors in February, 2022.  She is a certified notary public, and has over five years of business and customer service experience.

      She is passionate about servicing clients with a friendly can-do attitude and will work hard to exceed clients’ expectations.  She looks forward to building relationships with our clients to ensure a personalized touch to their individual financial needs

      Megan holds a B.S. in Business Administrations from Southern New Hampshire University. When she is not at work, she enjoys reading books, running/training for a half marathon, and cooking with friends and family. She has a personal goal of hiking all of the National Parks in her lifetime.