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Ross Cutler, Mba, Cfp®,Ctfa, Atfa is listed as President, King Tide Advisors at King Tide Advisors, based in Palm City, Florida, United States. AeroLeads shows a work email signal at aafmaa.com and a matched LinkedIn profile for Ross Cutler, Mba, Cfp®,Ctfa, Atfa.
Ross Cutler, Mba, Cfp®,Ctfa, Atfa previously worked as President at King Tide Advisors and Vice President Of Business Development at Aafmaa Wealth Management & Trust Llc. Ross Cutler, Mba, Cfp®,Ctfa, Atfa holds Cannon Trust School - Certificate, Certified Trust And Financial Advisor from Cannon Financial Institute.
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AeroLeads found 1 current-domain work email signal for Ross Cutler, Mba, Cfp®,Ctfa, Atfa. Compare company email patterns before reaching out.
★ KING TIDE ADVISORS ★ Providing the right relationship and experience for each client. Our service focuses on helping clients achieve their financial goals with the highest level of fiduciary care and commitment. Ross Cutler, MBA, CFP®, CTFA, ATFA is President of King Tide Advisors. Ross is passionate about helping clients review their personal situation - this includes developing the right financial planning steps, appropriate investment strategies, and careful estate planning considerations. Previously Ross was a member of the management team for both a life insurance and trust company, operated a ship brokerage company, worked as part of the Homeland Security Emergency Preparedness team with Booz Allen, and served almost 10 years in the U.S. Navy, separating in 2012 as a Lieutenant. He earned his Bachelor of Science from the United States Merchant Marine Academy and holds an MBA in Finance. Ross spends most of his free time with his wife and three boys. ★CONTACT ME ★✔ Transitioning out of the military✔ Retiring military and federal employees ✔ Small business owners✔ Pharmaceutical Representatives ✔ Those moving into retirement and need assistance with their investment strategy, cash flow, tax situation, insurance needs, and estate plans☎ (772)233-2052✉ rcutler@kingtideadvisors.com
Listed skills include Management, Military, Maritime, Navy, and 46 others.
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A career timeline built from the work history available for this profile.
Providing clients with quality financial planning and investment guidance specifically focused on their situation. Assist clients with evaluating financial decisions, talking through and educating them on the differences between the decisions. Delivering a holistic relationship that covers each client's planning needs, including investments, insurance, retirement, and estate planning.
Fayetteville, North Carolina, Us
Manage and drive business development activities across the enterprise. Work with the AAFMAA Wealth Management & Trust team to provide the right financial solutions for each client. We use a simple and personal approach to provide clients with the right relationship and the right financial goals.
Fayetteville, North Carolina, Us
Work with the AAFMAA Wealth Management & Trust team to provide the right financial solutions for each client. We use a personal, strategic, and disciplined approach to meet specific financial goals.
Fayetteville, North Carolina, Us
Our goal is to provide the right diversified portfolio for each client and use a strategic and disciplined approach to meet specific financial needs. Through the knowledge, experience, and expertise of the AAFMAA Wealth Management and Trust network, we deliver the right services to our clients with the confidence and support they should expect from their financial advisor.
Fort Myer, Virginia, Us
Primarily responsible for departmental operations and efficiency. Internally handle infrastructure support, department communications, analyzing IT projects, review policy and customer relationships, assisting with strategic planning. Externally review the Association’s governing documents, assist with regulatory compliance, contract review, contract negotiation, and assist with membership services.
Fort Myer, Virginia, Us
Primarily responsible for departmental operations and efficiency. • Internally handle infrastructure support, department communications, analyzing IT projects, review policy and customer relationships, and assist with strategic planning. Externally review the governing documents, assist with regulatory compliance, contract review, and assist with customer services.
Washington, Dc, Us
Annually review readiness capabilities to support Logistcial and Supply Chain operations for Navy
Primarily focused on Dry Bulk Cargo- promoting relations with clients, analyzing vessel capabilities to maximize vessel capacity, and assisting with operational and financial requirements. Handle Containerized Cargo- reviewing trade patterns to expand market competition and increase client’s cargo volumes. Handle Clean Oil Cargo – improving cargo positions to enhance vessel performance and profit returns.• Liaison between clients and business opportunities• Handle cost analysis and negotiation of various contracts • Apply market research to overall Client and Customer requirements to develop business strategies• Experience with sales and commercial development within the dry bulk cargo industry• Manage contract performance with the load, transport, and discharge of cargoes• Continually coordinate and interact with Clients and Customers on cargo receipt and delivery
Mclean, Va, Us
Booz Allen Hamilton - Consultant 2006-2008- Assisted Navy with development and organization of response procedures - Assisted Navy with gathering system requirements for management online portal - Assisted with implementing Six Sigma and Lean Six Sigma strategies into Navy management. - Assisted with contract review - Reviewed various exercise programs and applied program strengths into Navy exercise structure - Assisted with organization, archive, logistics, administrative support for TSA program- Assisted USCG with port security operations and readiness, analyzed unit performance, reviewed development and progress of programs.
Tampa, Florida, Us
Commercial Operator 2004-2006 - Assisted with the performance, operations, and updates of individual vessels. - Managed all vessel disbursements, advances, proformas, and invoices. - Worked with various vessels to coordinate services, communicate with personnel, and handle all voyage related items. - Liaison between customers and operating vessels.
Quick answers generated from the profile data available on this page.
Ross Cutler, Mba, Cfp®,Ctfa, Atfa works for King Tide Advisors.
Ross Cutler, Mba, Cfp®,Ctfa, Atfa is listed as President, King Tide Advisors at King Tide Advisors.
AeroLeads has found 1 work email signal at @aafmaa.com for Ross Cutler, Mba, Cfp®,Ctfa, Atfa at King Tide Advisors.
Ross Cutler, Mba, Cfp®,Ctfa, Atfa is based in Palm City, Florida, United States while working with King Tide Advisors.
Ross Cutler, Mba, Cfp®,Ctfa, Atfa has worked for King Tide Advisors, Aafmaa Wealth Management & Trust Llc, Aafmaa, Us Navy, and Potomac Shipping International.
You can use AeroLeads to view verified contact signals for Ross Cutler, Mba, Cfp®,Ctfa, Atfa at King Tide Advisors, including work email, phone, and LinkedIn data when available.
Ross Cutler, Mba, Cfp®,Ctfa, Atfa holds Cannon Trust School - Certificate, Certified Trust And Financial Advisor from Cannon Financial Institute.
Ross Cutler, Mba, Cfp®,Ctfa, Atfa is listed with skills including Management, Military, Maritime, Navy, Security Clearance, Program Management, Leadership, and Logistics.
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