Originally from the east coast, Ross began his career in wealth management at Merrill Lynch in Philadelphia. He joined UBS in New York as a Wealth Planning Analyst before moving to Seattle in 2018. While at UBS, Ross worked closely with high net worth clients and their families to provide financial planning advice that complimented their investment portfolio.
Before joining Freestone in 2021, Ross was a Client Advisor at a Seattle-based RIA. Ross provides advice to address all aspects of his clients lives –simplifying complex and overwhelming decisions. This gives his clients the confidence they need to focus on their passions and goals. He enjoys getting to know his clients on a personal level and finds helping them achieve their personal and financial goals incredibly rewarding.
Ross earned a BS in Business from The Pennsylvania State University and holds the Certified Financial Planner (CFP®) designation.
Ross currently resides in Bellevue, WA and in his spare time, enjoys traveling with family and friends, golfing and competing in triathlons.
701 Fifth Avenue, 74th Floor
Seattle, Washington 98104
Subscribe to our blog.
Sign up to receive our latest news sent to your inbox.