About Us

Through tailored and timely financial and investment advice, our goal is to help clients succeed financially and work toward their life goals. Whether you’re in the early stages of building wealth or facing complex retirement- or estate-planning choices later in life, we’re ready and equipped to help you make decisions for your future.
Vic Sullivan

Vic Sullivan

    • Managing Principal
    • Financial Advisor
    Vic Sullivan’s career as a Financial Advisor, and subsequently Branch Manager, began in 1981 as A.G. Edwards later transitioned and became Wells Fargo Advisors. In 2019, he co-founded Upland Wealth Advisors with Wells Fargo Advisors Financial Network as its Managing Principal.

    He believes his market insight to qualified clients, especially through ongoing changes in economic and market conditions, is a valuable resource when combined with the personal guidance he shares with clients through our long-term planning process. Knowing his clients well, helping them through the years as their goals and needs change, and then positioning them to transition their wealth and/or business interests to the next the generation, is a very personal experience. He has advised so many clients through the years, working with their personal family dynamics, as he helps clients through all aspects of life. So much of his client service is well beyond financial; he first focuses on a client’s needs, goals, and objectives, and through that, trust and friendships come, which ultimately are the most important things.

    Vic is a graduate of The University of Georgia with a degree in Finance and Investments. Since that time, he has remained very involved with the University, having served as President of the National Alumni Association, a Trustee on both the UGA Foundation and the UGA Arch Foundation, on the UGA Athletic Board, the Graduate School Educational Advancement Board, the Gridiron Secret Society, and the Terry College of Business Alumni Board. He has spoken at eleven UGA Commencements, including those of his two children. He has been a regular guest on WALB television since 1990. He founded Heroes Hunting in 2005, an annual outreach to enlisted U.S. Marines as he shares the outdoors with some of our country’s finest. He’s very active in his community, having been involved with Leadership Georgia, the Albany Museum of Art, the Albany Chamber of Commerce, Easter Seals, the Boy Scouts, the Albany Rotary Club, Theater Albany, and Covenant Presbyterian Church.

    Vic’s hobbies include traveling, wildlife management, dog training, and spending time with his friends and family. He has been married to his dear wife, Jane Anne, since 1984

    Education

    • University of Georgia
    Victor Sullivan

    Victor Sullivan

    • CFP
    • President
    • Financial Advisor
    Victor C. Sullivan, IV has been a Financial Advisor with Wells Fargo Advisors since 2009. In 2019, he co-founded Upland Wealth Advisors as its President. Helping clients develop and implement long term strategies for building, preserving, and transitioning their wealth is what he enjoys the most. His comprehensive approach to wealth management, attention to detail, and high level of professional service provides his clients with the time to focus on what matters most to them.

    Victor holds a degree in Financial Planning from the University of Georgia, and has been recognized as a Premier Advisor within Wells Fargo Advisors Financial Network for 2020.  With an emphasis on continuing education, he has also earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner designation from the College for Financial Planning and the Certified Retirement Counselor® designation from the International Foundation for Retirement Education.

    Active in the local community, Victor participates in many civic and community organizations, including the Artesian City Sertoma Club, Covenant Presbyterian Church and Albany's Flint RiverQuarium. Victor is a Leadership Albany graduate. As an avid outdoorsman, he is passionate about wildlife conservation and is a dedicated supporter of conservation organizations. Victor and his wife Katie met while attending the University of Georgia. They enjoy travelling and spending time with their son, Lyle.  

    Why work with a Financial Advisor who holds the CERTIFIED FINANCIAL PLANNER™ designation?

    When you work with a Financial Advisor who holds the CERTIFIED FINANCIAL PLANNER™ designation, you work with advisors who follow a strict Code of Ethics, Rules of Conduct, and Practice Standards. Additionally, CFP® professionals remain current with changes in the financial planning field because they must pass a comprehensive financial planning examination and complete a minimum of 30 hours of continuing education every two years.

    The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on either of the past two years, and professionalism.  Additional criteria, including length of service, may also be used to determine recipients.
    Lee Spratling

    Lee Spratling

        Retirement Plan Advisor

        Originally from Albany, Georgia, Lee is a graduate of Birmingham-Southern College, where he received a Bachelor of Science in Business Administration. Additionally, Lee obtained his MBA degree from The University of Alabama at Birmingham. Prior to joining Upland Wealth Advisors in September 2021, he spent five years with an independent third-party administrator focused on employer-sponsored retirement plans covered by ERISA.

        Lee’s role at Upland Wealth Advisors is to help clients identify what is most important to them, design a plan to pursue their goals, and strategically implement that plan. Lee prioritizes holding himself and his clients accountable along the way. Whether it be individuals, families, or business owners, Lee is committed to helping his clients navigate the complex landscape of investment planning.

        With a natural respect and admiration for business owners, Lee works with companies and their leadership teams to help guide them through making important decisions about their retirement plans. While keeping company goals and their employees front of mind, Lee helps simplify the process and mitigate fiduciary risk.

        Away from the office, Lee prefers to spend time with family. His wife, Sarah, is a nurse in the Cardiac Intensive Care Unit at Phoebe Putney Memorial Hospital, and together, they enjoy fishing, kayaking, travel, and golf.
        Tiffany Bowles

        Tiffany Bowles

          • Senior Administrative Associate
          Tiffany’s role, as a Senior Administrative Associate, assists with the delivery and implementation of client service needs.

          Prior to joining Wells Fargo Advisors in 2012, she worked for Regions Bank for 10 years and held positions from Bank Teller to Assistant Branch Manager.  In 2019, she joined Upland Wealth Advisors.  She has been in the financial industry since 2001. She is passionate about client service and helping others. It gives her a great sense of fulfillment to help people as they’re on life’s journey.

          As a working mom, with a very active boy, she has a great understanding for keeping her goals concise and for focusing on streamlining life as much as possible.  She attends The Church at The Groves and resides in Lee County, GA with her husband BJ Bowles, and her son Rylend.  She enjoys CrossFit with her husband, watching her son play basketball and golf, and traveling with her family and friends.