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Laura Ross

Laura J. Ross, CFP®

Senior Vice President - Wealth Advisor


Laura has over 23 years of experience in the financial services industry and employs her analytical and problem solving skills to help build and review customized wealth plans for clients. Laura is involved at every step of the planning process and specializes in analyzing complex financial situations and providing clear investment strategies crafted to help meet their unique goals and objectives. She takes a hands-on approach and meets with clients to evaluate and review the performance of their wealth plan, updates their investment allocations, and coordinates with other trusted advisors such as outside CPAs or estate attorneys.

Her educational background includes earning her bachelor's degree from the University of Massachusetts in biology (cum laude). Since joining the team, she has earned her CERTIFIED FINANCIAL PLANNER professional (CFP®) designation. To earn the CFP® professional designation, Laura completed hundreds of hours of rigorous coursework and examinations, adheres to high standards of ethical conduct and must complete the CFP® Board's ongoing certification requirements.

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