Xavier Ross
- Role
- Associate Financial Planner at Ballentine Partners, LLC
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Xavier Ross
As a CERTIFIED FINANCIAL PLANNER® serving High Net Worth (HNW) families, I focus on…
Experience
Associate Financial Planner
Feb 2022 — Present
Works with High-Net-Worth team catering to clients with $3.5 million or more in investment assets. Supports Senior Wealth Advisors and Wealth Advisors with all facets of the financial planning process.
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