John G. Ullman & Associates, Inc.
Rebecca Ashley has a diverse professional background in financial services and military administration. Currently working at John G. Ullman & Associates, Inc. since September 2019, Rebecca Ashley holds the position of Financial Paraplanner Qualified Professional while also serving as an Administrative Assistant and Trading Assistant. Prior to this role, Rebecca Ashley had a notable career in the United States Army Reserve from November 2004 to December 2017, where responsibilities included serving as Unit Administrator, Unit Movement Coordinator (88N), and Unit Administrative Technician. Rebecca Ashley earned an Associate's degree in Business Administration and Management from SUNY Canton between 2017 and 2019.
John G. Ullman & Associates, Inc.
Who We Are: JGUA is a Comprehensive Wealth Management firm that takes pride in bringing human connection, attention to detail, and trust to virtually every aspect of financial planning. What We Do: JGUA works proactively with clients to develop financial plans that are structured to meet their goals, whether those goals are in the short-term, long-term, or with the next generation in mind. How We Do It: JGUA Advisors work collaboratively across all service areas to provide clients with the highest levels of comprehensive guidance, in a highly personalized way. Our process starts with you. You’ll be paired with an Advisor who works diligently and with the utmost integrity to understand your unique goals, time horizon, current financial picture, and risk tolerance. The resulting plan reflects decades of our experience, and serves as a road map to help you make the right decisions about your financial future. From there, our investment management team leverages our research, trading, and portfolio management groups to provide both highly experienced and newer investors with personalized, active portfolio management based on real-world experience, analytics, and insights, not just automated algorithms. Backed by our team of financial planners, CPAs and other tax professionals, legal professionals, and support staff, we are uniquely qualified and equally passionate about helping clients and their families achieve their financial goals.