Neil Ruda applies over 30 years of business experience in helping 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 he and his team provide.

Neil is a Managing Director and a certified PIM portfolio manager who takes an active role in managing portfolios and providing investment advice. Named a member of the firm’s Platinum Council Program* in 2014-2026, Neil is recognized for his focus on professional success and his efforts to exceed Wells Fargo Advisors’ high standards. Neil holds a B.S. in Business Administration from The Ohio State University.

Neil and his wife, Leslie, live in Pittsford and have two daughters, Macie, and Karlie. When he is not at work, he enjoys exercising, golfing, and pickleball.

*The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production from the previous year and professionalism.

Amy Sullivan has more than 35 years in the financial services industry. Amy takes a personalized approach in developing sustainable financial solutions, using her strong background in analytics, risk/operations and relationship management. Amy loves to problem solve and will leave no stone unturned to help clients with complex financial situations. She is a certified PIM portfolio manager and takes an active role in managing
portfolios and providing investment advice.

Amy spent much of her career focused on investment management as CFO/CCO of two registered investment firms in the hedge fund industry. Amy’s experience in the financial sector includes compliance and risk management, financial reporting, investor relations, and portfolio structuring and analysis. She also served as Vice President and Division Head of Global Securities Services at Bankers Trust Company in New York City. Amy has a B.A. in Mathematics from Niagara University.

Amy lives in Mendon, NY and has three children, Sean, Laney, and Jillian, as well as a new granddaughter, Rylan. When she is not working, she enjoys spending time with her family and is a big sports fan, especially basketball and lacrosse.

Laney Sullivan joined our advisor team in May 2023. She introduces a fresh perspective to the needs of multi-generational families and is well suited to build meaningful relationships with our clients. Laney is always learning and focused on leveraging industry innovations to connect clients with the resources that fit their unique needs. She brings three years of experience as a Client Consultant at Brighthouse Financial, where she was responsible for servicing the largest territory and the highest producing wholesalers in the life insurance and long-term care business line. Laney regularly received accolades for going the extra mile for clients and providing exemplary service.

She graduated Summa Cum Laude from High Point University with a B.S. in Mathematical Economics and a minor in Finance. Additionally, Laney is Amy Sullivan’s daughter, and she looks forward to working alongside her.

Laney resides in Charlotte, NC with her husband, Brandon, and yellow lab, Duke. In her free time, you can find her cozied up with a good book, sharing good food, watching (and playing) sports with friends, or at the beach spending time with family.

Alisa Dempsey joined our team in October 2023 as our new Client Associate. Alisa comes to us with a wealth of experience in management and client service from the banking and auto industry. Alisa will be an integral part in providing personal service to our clients and enhancing our level of communication. Alisa has a diverse background that is well suited to add value to our team and have a meaningful impact with clients.

Alisa resides in Rochester, NY with her husband, Josh, and two boys, JJ, and Tommy. In her free time, she and her husband are enthusiastically involved in their son’s travel baseball and attending other sporting events.