Ross Poll

About Ross Poll

Ross D. Poll, CFP® Senior Vice President- Investment Officer, began his career in 2002 at Edward Jones, where he developed his fundamental investment knowledge. He joined Wachovia Securities, a predecessor firm of Wells Fargo Advisors, in 2006 and in 2017 he partnered with Michael E. Sherman, AIF® Managing Director – Investments to form the Sherman and Poll Wealth Management Group of Wells Fargo Advisors. During those 20+ years, Ross has focused on helping families and institutions to navigate the challenges that come with managing, growing, and preserving wealth. A lifetime resident of West Michigan, Ross is a graduate of Hope College, earning a degree in economics and business administration. Ross has also been recognized as a Platinum Council Advisor with our firm in 2016, 2017, 2022, and 2023.**The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure. Away from the office, Ross is active in his church and several charitable organizations, as well as the Hope College Alumni Association. Ross and his wife, Kara, are proud parents of 3 children. As a family, they enjoy camping, traveling and spending time outdoors. This information is intended for use by residents of AL, AZ, CA, CO, CT, DE, FL, GA, ID, IL, IN, KY, MA, MD, MI, MN, MO, NC, NH, NY, OK, OR, TN, TX, UT, VA, WA, and WI Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Experience

1. Senior Vice President- Investment Officer

   Wells Fargo Advisors

   Sep 2006 — Present · Grand Rapids, MI, US

Education

• Hope College

  Bachelor of Arts (B.A.)

  1998 — 2002