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Ashley Sloan

Senior Wealth Strategist

Ashley Sloan

Expertise

As Senior Vice President and Senior Wealth Strategist at Northern Trust, Ashley serves as a trusted advisor to ultra-high-net-worth individuals and families. Ashley spends time learning about potential clients’ life stories and goals, while complementing them with Northern Trust’s unique capabilities. Additionally, she leads Houston’s Elevating Women initiative. Elevating Women is about creating a community where women are working together to share their knowledge and experiences. The goal is to learn from each other as we navigate pivotal life moments and have fun while doing it.

Experience

Previously, Ashley was an Executive Director at JP Morgan Chase where she served the Middle Market Banking and Specialized Industries segments. Prior to joining Chase, she worked for nine years at regional banks including Cadence Bank and Amegy Bank, with a prominence in oilfield services and manufacturing companies.

Community Involvement

Ashley currently serves as the President of Young Professionals in Energy and has been a Board Member since 2011. She is also on the Board of the Tanglewood Garden Club and serves as a Spring Luncheon Chair. Ashley and her husband currently serve as the chairs of the St. John's School Annual Fund Committee. She is a sustaining member of The Junior League of Houston, Inc. and is currently on the Charity Ball Sustaining Underwriting Committee. She previously served on the Board of Directors, Investments Committee, and Nominating Committee of The Junior League of Houston, Inc. Ashley is a member of Daughters of the American Revolution, Tanglewood Garden Club, and St. John's School Parents Guild and its Annual Fund Quadrangle Club Committee.

Joined Northern Trust

2021

Education

Bachelor of Business Administration in Finance from Southern Methodist University. Member of Chi Omega.

Credentials

Holds a series 7, 79, and 63 FINRA licenses.

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**Some Allpoint ATMs may still display a surcharge screen during your Allpoint ATM transaction. If that happens, simply select “Yes” to accept the surcharge and proceed with your withdrawal. You will not be charged the ATM operator surcharge fee, no fee will be posted on your ATM receipt and a fee will not be deducted from your account.