Ashli Suprise is the Advanced Strategies Client Service Manager and has been with the firm since September 2020.
Ashli works directly with Carmen Bississo, Director of Advanced Strategies, to monitor the insurance and annuities product landscape and provides support maintaining policies held by Cassaday & Company, Inc. clients. She coordinates activities and supports the members of her team in providing superior service while ensuring client needs are met.
Ashli has worked within the financial industry since 2005, having held both banking and investment management roles. She holds the Series 7, Series 6, Series 63, and Virginia Life and Annuities Insurance licenses, as well as the Certified Annuity Specialist® (CAS®) designation.
She is a graduate of George Mason University with a Bachelor of Science in Information Systems and Operations Management (ISOM).
Ashli spent her youth in Northern Virginia and continues to live in the area with her husband and children. As a family they enjoy venturing out into the Virginia mountains to visit farms, wineries and attend festivals.
Ashli is registered with Royal Alliance Associates, Inc., one of the largest independent broker-dealers in the United States. She is not registered with Cassaday & Company, Inc.