Ross Bauer
Founder
COO
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.
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.
CA Insurance License Number: 0M34092. Resident State CT.
COO
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.
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.
CA Insurance License Number: 0M34092. Resident State CT.