I came into this business as an associate at my father’s insurance practice. From the start, I was focused on learning the best way to serve clients rather than having to fulfill a sales quota.And this has been how I’ve operated throughout the duration of my career, because I simply wouldn’t feel right going about it any other way. Not every insurance professional can say that.I form alliances with my clients’ financial and legal advisors who take the same approach – one of high professionalism, analytical decision making, and humble question asking. I also collaborate with trust companies, and family offices. Together we align our clients’ insurance programs with their estate and business planning which often includes pre-nuptial and divorce settlements, business agreements and philanthropic objectives.As an independent insurance professional, I am free to choose the best insurance solution for my client and am not bound to any one particular company. I can provide:✔Life, Disability, Long-term Care Insurance ✔Market Surveys✔Portfolio Reviews for Families, Business Owners & Trustees on a Flat or Retainer Fee basis✔Insurance Strategies in alignment with Wealth Management✔Supporting the process of Income, Gift, Estate and Philanthropic Tax Planning✔Longevity Planning✔Asset PreservationA long term resident of the Upper East Side of Manhattan, I am involved with causes that are important to me such as the Planned Giving Council at NY Presbyterian Hospital. Registered Representative of The Leaders Group, Inc. Member FINRA/SIPC.www.rosscompanies.com