Rebecca Ross

Rebecca Ross Email and Phone Number

Vice President, Private Wealth Management @ Baird
Cape Coral, FL, US
Rebecca Ross's Location
Cape Coral, Florida, United States, United States
Rebecca Ross's Contact Details

Rebecca Ross work email

Rebecca Ross personal email

n/a
About Rebecca Ross

As a Financial Advisor at Baird, and partner of The Ross Group,I specialize in helping investors more effectively manage life’s changing events, which can enhance their confidence and outlook for the future. As a professional woman who has personally experienced life changing events, I provide the knowledge and financial know-how to help turn these challenging times into opportunities.My passion to help others is surpassed only by my desire to add value to my clients and enhance their financial lives. I utilize a collaborative style allowing me to become a trusted partner with my clients, I provide investment guidance and portfolio management to enable you to effectively manage your current and future investment goals, including retirement, estate planning and educational funding.The Ross Group, my partners, SueAnn Griffin and Client Relationship Assistant, Angela Cave and I proudly became part of the Baird family in May of 2009 and together, we assist clients from our home bases in both Florida and Maryland. We have a deep connection to both communities and welcome the chance to see how we may be able to make an impact in your financial future.

Rebecca Ross's Current Company Details
Baird

Baird

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Vice President, Private Wealth Management
Cape Coral, FL, US
Rebecca Ross Work Experience Details
  • Baird
    Vice President, Private Wealth Management
    Baird
    Cape Coral, Fl, Us
  • Baird
    Vice President, Private Wealth Management
    Baird May 2009 - Present
    Cape Coral, Florida
    We are an employee-owned, wealth management, capital markets, asset management and private equity firm with offices and operating affiliates in the United States, Europe and Asia. Leveraging our deep expertise, our long-term focus and our belief that integrity is irreplaceable, we focus on great outcomes and how we achieve them for our individual, institutional, corporate and municipal clients. Our principal operating subsidiaries are Robert W. Baird & Co. in the U.S. and Robert W. Baird Group Ltd. in Europe.

Rebecca Ross Skills

Wealth Management Investments Asset Allocation Private Equity Insurance Financial Planning For All Stages Of Your Life Portfolio Management College Education Planning

Rebecca Ross Education Details

Frequently Asked Questions about Rebecca Ross

What company does Rebecca Ross work for?

Rebecca Ross works for Baird

What is Rebecca Ross's role at the current company?

Rebecca Ross's current role is Vice President, Private Wealth Management.

What is Rebecca Ross's email address?

Rebecca Ross's email address is rr****@****ird.com

What schools did Rebecca Ross attend?

Rebecca Ross attended Strayer University, Westminster High School.

What are some of Rebecca Ross's interests?

Rebecca Ross has interest in Professional Networking, Children, Economic Empowerment, Education, Environment, Art, Photography, Music, Animal Welfare, Golf And Fishing.

What skills is Rebecca Ross known for?

Rebecca Ross has skills like Wealth Management, Investments, Asset Allocation, Private Equity, Insurance, Financial Planning For All Stages Of Your Life, Portfolio Management, College Education Planning.

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    gmail.com, outlook.com, hdcdata.com

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