Dwayne Ross Email & Phone Number

With 32 years of experience in the industry, I strive to be the best in my field. I assist families, individuals and successful business owners in the development of robust, long-term financial strategies. I graduated from The University of Florida in 1985 with a Bachelor's Degree in Business. I currently reside in Davie, Florida with my wife Durée and two children. I am an avid antique collector and enjoy taking part in local community events and assisting local schools with their math and business curriculums. Senior Vice President Wealth Management Morgan Stanley Smith Barney September 1999 - December 2012 First Vice President Financial Consultant Dean Witter & Prudential Securities January 1989 - September 1999

Listed skills include Retirement Planning, Wealth Management, and 401K Plans.

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  Senior Financial Advisor, Senior Vice President

  Merrill Lynch Wealth Management

  Dec 2012 - Present - New York, Ny, Us

  I assist clients in identifying and prioritizing their various goals – including estate planning services, investments, wealth transfer, retirement stategies and 401(K) plans. Then, I develop strategies that are customized to each client's personal circumstances and their own unique feelings and attitudes. My goal is to become a trusted resource to each client so that they may rely on me for financial advice and guidance in their pursuit of personal, financial and professional success. At the core of my approach are a dedication to outstanding customer service and a commitment to the principal that the client's needs and interests always come first.

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  University Of Florida

  Bachelor'S Degree