OFFICE:: Draper, UT
EMAIL:: info@at-pw.com
TOLL FREE:: 844.590.6081
FAX:: 602.734.5495
Ronald Sperry
Wealth Advisor

Ronald (“Ron”) Sperry joined Ashton Thomas as a Wealth Advisor in the firm’s Draper, Utah office in 2020. For more than two decades, he has enjoyed providing consistent, well-thought-out financial advice to clients who value planning-driven solutions.

Ron’s family moved around quite a bit throughout his youth due to the increasing footprint of his father’s restaurant franchise empire. As a boy, Ron lived in Utah, California, Nevada, and Idaho. Because his father had been a scholarship athlete at Texas Christian University, Ron likes to say he was “born into a big sports family” and this reality set the tone for the rest of Ron’s life. As a young man, he fell in love with tennis, rising within local and regional rankings. Eventually, he was ranked nationally as a tennis player and even once roomed and played doubles with Andre Agassi.

While attending the University of Utah, Ron was influenced most by a Harvard-educated professor who encouraged him to pursue finance instead of marketing. After switching majors, he graduated with a degree in finance and was hired shortly thereafter by Fidelity Investments, where he worked for the next eight years as a fixed income specialist, estate transfer specialist, and Senior Wealth Advisor. Ron spent most of the next decade as a Financial Consultant for Charles Schwab, where he managed more than 400 high-net-worth client relationships. He made a brief stop at a firm affiliated with Triad Advisors before joining Ashton Thomas.

For many years, Ron was an avid skier, golfer, and trail runner, in addition to being a tennis player and instructor. However, in 2018, he suffered a health setback that refocused his appreciation for life and his passion for spending time with his family. In turn, this also amplified a very important passion of his—philanthropy—and took it to a new level.

Having served in the past as a board member of Salt Lake City non-profit, The Road Home, Ron already had a track record of commitment to charitable causes. He was known among his Schwab clientele as a student of medical research causes which needed private funding, often suggesting his clients listen to research lectures at the University of Utah which raised awareness of such needs. As a result of the health issue he experienced, Ron decided to join forces with the university’s Bateman-Horne Center to promote awareness of and research initiatives exploring treatments for a few medical conditions which are not widely understood. Today, the center is working closely with Stanford University to improve the lives of those impacted by Myalgic Encephalomyelitis/Chronic Fatigue Syndrome, Fibromyalgia, and related conditions.

His philanthropic efforts and his genuine concern for his clients are what motivate Ron as a financial advisor. “I want to do the best I possibly can for each client,” he says. “That’s why, much like a clinical researcher, I believe it’s necessary to constantly search out new information, planning solutions, and investment ideas which could be a good fit for my clients.”

Ron places a great deal of importance on family and dedicating time to the church. He and his wife, Annie, have been married for almost three decades. Together, they have five boys ranging in age from nine to 24. The oldest twin boys are both currently in pre-med programs and have aspirations to move on to careers as physicians. True to Sperry family form, the boys all love sports and have participated in swimming, football, soccer, and competitive mountain biking. Though none of the boys have decided to pursue competitive sports at a higher level, Ron sees the discipline and drive instilled by sports as formative in their lives. “We’re an active family,” Ron states, “and we like spending time together on family outings. Most recently, we all took up rock climbing. Annie even loves it!”

It would seem the family’s multigenerational reputation for staying active and not letting anything hold them back remains intact.