Jesse Ross

Financial Advisor

Role
Financial Advisor at Merrill Lynch
Location
Richmond, VA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Jesse Ross

Before coming to Merrill, I was an artist, educator, and entrepreneur. Now, the empathy, creativity, and tenacity required to succeed in my former life is focused on the financial wellbeing of the clients I serve. My small advisory group has over 50 years of investment experience and along with firm specialists allows us to facilitate all kinds of banking and lending solutions through Bank of America. We provide goals-based wealth management to affluent families, accomplished professionals and successful business owners. I am very passionate about cultivating long lasting relationships by providing exceptional service, customized advice and a disciplined approach to investing.

Experience

  1. Financial Advisor

    Merrill Lynch

    Jan 2019 — Present

Education

  • College of William & Mary

    Bachelor's Degree

    1995 — 1999

  • University of Nebraska System

    Master's Degree

    2004 — 2007

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Jesse Ross — Financial Advisor at Merrill Lynch in Richmond, VA, US | Unifers