Ross Cutler, Mba, Cfp®,Ctfa, Atfa Email and Phone Number
Ross Cutler, Mba, Cfp®,Ctfa, Atfa work email
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Ross Cutler, Mba, Cfp®,Ctfa, Atfa personal email
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★ 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
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PresidentKing Tide Advisors May 2022 - PresentProviding 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.
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Vice President Of Business DevelopmentAafmaa Wealth Management & Trust Llc Sep 2017 - Apr 2022Fayetteville, North Carolina, UsManage 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. -
Senior Relationship ManagerAafmaa Wealth Management & Trust Llc Jan 2017 - Sep 2017Fayetteville, North Carolina, UsWork 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.
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Business Development OfficerAafmaa Wealth Management & Trust Llc Jan 2015 - Dec 2016Fayetteville, North Carolina, UsOur 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.
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Assistant SecretaryAafmaa Jun 2013 - Dec 2014Fort Myer, Virginia, UsPrimarily 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. -
Assistant To The SecretaryAafmaa Dec 2011 - Jun 2013Fort Myer, Virginia, UsPrimarily 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.
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LieutenantUs Navy Jun 2003 - Nov 2012Washington, Dc, UsAnnually review readiness capabilities to support Logistcial and Supply Chain operations for Navy -
Vice PresidentPotomac Shipping International Feb 2008 - Dec 2011Primarily 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
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Sr. ConsultantBooz Allen Jun 2006 - Jan 2008Mclean, Va, UsBooz 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. -
Commercial OperatorOverseas Shipholding Group Jul 2003 - May 2006Tampa, Florida, UsCommercial 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.
Ross Cutler, Mba, Cfp®,Ctfa, Atfa Skills
Ross Cutler, Mba, Cfp®,Ctfa, Atfa Education Details
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Cannon Financial InstituteCertified Trust And Financial Advisor -
United States Merchant Marine Academy, Capella UniversityFinance
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Georgetown UniversityCertified Financial Planner
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Capella UniversityGeneral
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Cornell UniversityLeading Management Teams
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Association Of Ship Brokers And AgentsCommercial Trade Transactions
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Cornell UniversityFinancial Management For Making Business Decisions
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Association Of Ship Brokers And AgentsShipbroking And Chartered Vessel Operations
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United States Merchant Marine AcademyLogistics And Intermodal Transportation
Frequently Asked Questions about Ross Cutler, Mba, Cfp®,Ctfa, Atfa
What company does Ross Cutler, Mba, Cfp®,Ctfa, Atfa work for?
Ross Cutler, Mba, Cfp®,Ctfa, Atfa works for King Tide Advisors
What is Ross Cutler, Mba, Cfp®,Ctfa, Atfa's role at the current company?
Ross Cutler, Mba, Cfp®,Ctfa, Atfa's current role is President, King Tide Advisors.
What is Ross Cutler, Mba, Cfp®,Ctfa, Atfa's email address?
Ross Cutler, Mba, Cfp®,Ctfa, Atfa's email address is rc****@****maa.com
What schools did Ross Cutler, Mba, Cfp®,Ctfa, Atfa attend?
Ross Cutler, Mba, Cfp®,Ctfa, Atfa attended Cannon Financial Institute, United States Merchant Marine Academy, Capella University, Georgetown University, Capella University, Cornell University, Association Of Ship Brokers And Agents, Cornell University, Association Of Ship Brokers And Agents, United States Merchant Marine Academy.
What skills is Ross Cutler, Mba, Cfp®,Ctfa, Atfa known for?
Ross Cutler, Mba, Cfp®,Ctfa, Atfa has skills like Management, Military, Maritime, Navy, Security Clearance, Program Management, Leadership, Logistics, Shipping, Military Experience, Government, Strategic Planning.
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