As a Certified Investment Manager Analyst^®, Angela oversees The Simmons Group’s investment decisions and ongoing reviewing of the markets and portfolio performance. She develops and implements customized investment plans for high and ultra-high net worth clients, corporate retirement plans, and non-profit organizations.

Angela's work as a CERTIFIED FINANCIAL PLANNER^® practitioner brings knowledge and experience to the planning process for clients. She is highly skilled at organizing complex details and illustrating investment planning scenarios for clients. Her approach simplifies the process and helps facilitate decision-making. 

She also collaborates with attorneys, tax advisors, and other professionals to design and execute comprehensive estate and philanthropic strategies as well as strategies for concentrated positions. Her guidance leads clients to clarify their core values and help them prioritize their goals and aspirations.

“What I love most about this work is the relief that comes once decisions are made and a path forward is set in motion,” says Angela. “Having a strong foundation in place allows freedom to pursue life with confidence and security.”

Angela is also a Certified Divorce Financial Analyst^® and Accredited Domestic Partnership Advisor^®, bringing awareness of issues specific to clients in transition. She partners with Family Law attorneys and individuals navigating divorce to strategize and illustrate scenarios showing the long-term implications of settlement options. Her work alongside clients in the mediation and settlement process builds the foundation for confidence in decision making for the future.


EDUCATION & EXPERIENCE

Angela graduated from Pepperdine University with a Bachelor of Arts degree and earned her Master of International Business degree at the Pepperdine Graziadio Business School. She is a member of the East King County Estate Planning Council.

Angela has nearly 30 years of experience working with clients to simplify the complexities around wealth management. She started her career on the trading desk of a small boutique money management firm in New York City and she began working with private clients after moving back to the West Coast in 1996. 


OUTSIDE OF THE OFFICE

Angela resides in Kirkland and enjoys the outdoors, visiting beaches and spending time with her husband, daughter, and their two dogs.
 

The use of the CDFA^® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.

Sylvie has a natural ability to engage with clients at a deep level to understand their goals and needs and interpret their financial picture. As a CERTIFIED FINANCIAL PLANNER^® professional, Sylvie is responsible for guiding clients through a customized process that includes developing and maintaining investment plans, analyzing investment options, and providing strategic advice on a range of financial topics. With a keen eye for detail and a passion for data analysis, Sylvie’s goal is to bring a unique perspective to the investment selection process, helping clients to make informed investment decisions that align with their short and long-term goals.

“I love getting to know our clients and their families on a personal level in order to align their investment plans with their values,” Sylvie says. “I enjoy helping people and bringing forward ideas and perspectives they haven’t considered before.”

Sylvie guides and educates clients through complexities of financial management, advising clients on equity-based compensation plans, multigenerational wealth transfer, education planning, philanthropic giving plans, and other intricate financial topics. In this work, she partners with attorneys, tax advisors, and other professionals to help clients develop a holistic wealth management strategy. She strives to simplify the decision-making process in order to relieve stress and empower our clients in their financial decisions.


EDUCATION & EXPERIENCE

Sylvie's commitment to excellence and dedication to her work is reflected in her ongoing pursuit of knowledge and professional development. Sylvie graduated from Kenyon College in Ohio with a Bachelor of Arts degree in Math and Economics. Currently pursuing a master’s degree through the University of Washington Foster School of Business Evening MBA program, Sylvie is deepening her knowledge of financial markets, business strategy, and the global economy. 

 
OUTSIDE OF THE OFFICE

Sylvie is a Seattle native and resides in Wallingford. She enjoys hiking, kayaking, and travel. Sylvie volunteers as a lay person for the King County Bar Association’s Judicial Screening Committee and with Minds Matter Seattle where she mentors students through the college preparation process.

Ariel has a passion for helping clients achieve their goals and plays a pivotal role in providing tailored financial strategies and insights. As an Accredited Wealth Management Advisor^®, she offers comprehensive solutions spanning investment planning, retirement strategies, education planning, and more. Using her ability to translate complex financial matters into easily understandable terms, Ariel empowers clients to confidently navigate their financial journeys.

Ariel takes on the responsibility of assisting clients in making informed financial decisions that align with their goals. Furthermore, Ariel plays an active role in our generational wealth services, contributing her insights to educate and guide the next generation towards financial literacy and success.

“I love building connections with clients and collaboratively crafting strategies that bring their present and future financial goals to life.” Ariel says. “Watching individuals and families gain clarity about their financial aspirations and taking tangible steps towards achieving them is genuinely fulfilling.”


EDUCATION & EXPERIENCE

Ariel graduated early from the University of Delaware, where she earned her Bachelor of Science degree in Marketing and continued her education, graduating with a Master of Business Analytics degree. During her post graduate degree, Ariel began her career at a wealth management firm in Wilmington, Delaware before she made her way to the West Coast. She holds the Series 7 and Series 66 registrations and is licensed in life and health insurance.


OUTSIDE OF THE OFFICE

Ariel has embraced Seattle as her home since relocating from Wilmington in the summer of 2022. She enjoys oil painting as well as outdoor activities like kayaking and hiking, taking advantage of the region's natural beauty with family and friends. Ariel was a competitive figure skater for many years and still enjoys skating in her free time.

Heather is driven to help people using her strengths in organization and efficiency, which bring a caring touch to her work with clients and the team in all aspects.

She assists with client service. This includes overseeing many of our special projects such as seasonal tax loss harvesting, retirement plan contributions, charitable giving, and insurance processing. 

“From a young age, finance is something that interested me. I love getting to know our clients and appreciate they lean on us to help them reach their financial goals. Whether it is going on a once-in-a-lifetime vacation, building their dream home, or even helping their children purchase their first home, we work to help them get there,” says Heather.
 

EDUCATION & EXPERIENCE

Heather earned her Bachelor of Science degree in Biology at Georgia Southern University, and in her previous career, she was a specialized medical assistant and head trainer at a surgery practice in Atlanta. Heather previously worked as a Registered Client Associate at Merrill Lynch for over three years, where she developed a strong skillset that prepared her for current role.


OUTSIDE OF THE OFFICE

She lives with her husband in Suwanee, Georgia, along with their two cats. Heather and her husband enjoy hiking in the great outdoors, staying fit, and learning more about home improvement projects.

 
Wells Fargo Advisors Financial Network is not a legal or tax advisor. Be sure to consult your own tax advisor and investment professional before taking any action that may involve tax consequences.

Gabrielle’s strong comprehensive organizational and administrative skillset provides clients with consistently thoughtful, efficient, and personalized support, which improves the overall client experience. Her mindful engagement, attention to detail, and genuine care bring clients confidence in the consistency of our work in their daily lives.

“Having the opportunity to develop a personal relationship with each client to fully understand what they envision for their future is an immense privilege. Stewarding the strength and stability of our clients and their planning is a commitment of The Simmons Group,” Gabrielle said. “Since joining The Simmons Group in 2022, I find myself in awe of the many ways our team alleviates the stress of planning for the future of a client and their family in addition to relieving the pressure clients experience on a day-to-day basis.”


EDUCATION & EXPERIENCE

Gabrielle attended St. Lawrence University in upstate New York and earned her Bachelor of Arts degree in Business and Communications. She also attended university in Shanghai, China, to immerse herself in studying the Chinese language and business. After graduating, Gabrielle returned to her hometown of Seattle and became a Development Associate for Holy Names Academy, her alma mater. During her time in this role, she grew a passion for assisting families, client experience, and community engagement, all of which formed a strong foundation for her role at The Simmons Group.
 

OUTSIDE OF THE OFFICE

Born and raised in Seattle, Gabrielle resides in the Wallingford neighborhood. In her spare time, Gabrielle enjoys going to concerts, eating at her favorite restaurants, and spending quality time with her family, friends, and her family’s two goldendoodles.

Elizabeth’s excellent communication skills and ability to connect with people help to simplify and personalize administrative processes such as client communications and general account administration. Her strong problem-solving, organizational, and prioritization skills enhance her ability to work effectively with clients, ensuring that information remains up-to-date and asset movement requests are handled promptly.

“I enjoy getting to know clients, gaining a deeper understanding of their personal goals, and seeing them thrive financially and transform their goals into reality. There is something special about walking alongside a client and helping them make informed decisions that empower them to proactively invest in their own or their family’s future. The Simmons Group does an outstanding job of creating a customized experience for each of our clients as well as celebrating the many milestones they achieve in their lives. I am excited to be a part of such a genuine and caring team.”

 
EDUCATION & EXPERIENCE

Elizabeth received her Bachelor of Science in Exercise Science from Seattle Pacific University and worked as a personal trainer. Prior to joining The Simmons Group, Elizabeth worked with Wells Fargo Bank as a Home Mortgage Associate. She worked closely with clients and other professionals to guide the nuances and details of the mortgage process and remove worry along the way.


OUTSIDE OF THE OFFICE

Elizabeth and her husband live in Bellevue and enjoy being active, including hot yoga and pilates classes, hiking, and going on road trips. Elizabeth is also involved in a year-round beach volleyball league, and especially enjoys playing outdoors on sunny days.