In his role as COO, Ross is responsible for overseeing client, advisor and employee success. Ross’s focus is on initiatives that are advisor-led and client centric, offering a high level of flexibility, service, and technology.
Experienced in comprehensive investment planning, asset allocation, and alternative investment solutions, Ross and the MPWA team work with individuals and families to help them achieve their long-term financial goals, advising clients on tax-sensitive compensation including but not limited to: employee stock, stock options, deferred compensation, 401k plans, and defined benefit plans. Additionally, they help clients navigate their compensation, benefits, and advise on their investments, assets, and businesses.
Passionate about business, economics and educating others, Ross began his career at Merrill Lynch in the Global Wealth Management Division. Ross then moved on to work at a tax firm in London that serviced multinational individuals. In 2014, Ross joined Wells Fargo Advisors where he focused on developing and implementing custom-tailored investment strategies for the firm’s wealth management clients. In 2019 Ross co-founded Merritt Point Wealth Advisors where he served as Managing Partner before taking on his current role of COO. Ross has been a guest lecturer at NYU Stern School of Business, where he educated MBA students on investment strategies and risk management.
Ross grew up in the town of Cheshire, a small town in the New Haven County of Connecticut. He is an avid golfer and snowboarder, a former high-school and college lacrosse player, and loves to cook. Ross sits on the Next Generation Board of the Anti-Defamation League, New York Region.
Ross is a graduate of the University of Connecticut in Storrs, CT, with a B.A. in Economics. He resides in New York City.
CA Insurance License Number: 0M34092. Resident State CT.
The Fundamental Choice program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.