Sally Ross began her career as an elementary school teacher in Ohio. Sally earned a degree in Business Management from Mount Vernon College in Washington, DC. During her 32 years in Washington, she worked primarily in the field of finance and investments. While she worked at advertising agencies, the NASD, and a brokerage firm, the majority of those years were at the Federal National Mortgage Association (Fannie Mae).
At Advisors Trust, Sally is Investment Operations and Management Assistant responsible for preparing new investment paperwork, changing existing accounts, interacting with investment clients and processing paperwork and changes through appropriate channels. Sally helps service, monitor, track and document investment advisory activities. She serves as the administrative liaison between Advisors Trust and external investment companies, and helps assemble applicable materials and statements for ongoing client investment reports. Sally also facilitates the use of our Advanced Choice Technology (“ACT”) for new prospective clients.
Sally has been actively involved in various church and Naples community groups and activities, with one of her favorites being Charity for Change. While her interests are many, her main enjoyment comes from family and friends, traveling, books, watching sports, and most especially, her 4 cats.