“I particularly enjoy building and maintaining long-term trusted relationships. Our role is an important balance of thoroughly understanding our clients, but also having the expertise to identify and implement the best solution.”
- Locations
- Dublin
- Phone number
- 01 260 0080
Ross specialises in advising high-net-worth clients on growing and protecting family wealth. His unparalleled passion for financial markets, coupled with his investment experience and financial planning capabilities allows him to provide a comprehensive holistic wealth management service for his clients.
Ross together with the Financial Planning Team, works closely with business owners advising in the areas of pensions, wealth extraction, succession planning and protection.
Ross has over 19 years’ experience working in the financial services sector. He began his career as an equity analyst, before moving to Head of Investment Strategy with Merrion Stockbrokers and then became an Investment Manager in 2013.
Ross is a Chartered Financial Planner CFP® and a registered representative of the Irish Stock Exchange.