Ross Chambers, Cfp®, Cdfa®

Ross Chambers, Cfp®, Cdfa® Email and Phone Number

Senior Investment Advisor @ PNC
Pittsburgh, PA, US
Ross Chambers, Cfp®, Cdfa®'s Location
Greater Pittsburgh Region, United States
Ross Chambers, Cfp®, Cdfa®'s Contact Details

Ross Chambers, Cfp®, Cdfa® work email

Ross Chambers, Cfp®, Cdfa® personal email

Ross Chambers, Cfp®, Cdfa® phone numbers

About Ross Chambers, Cfp®, Cdfa®

As a Registered Investment Adviser, we provide client-focused advice with goal-based planning and investing. The only factors that influence our financial recommendations are what’s best for you. At the same time, we can help you leverage the capabilities of Fifth Third Bank, National Association, which may include trust and estate services, risk management and insurance,credit solutions, mortgages and banking services. You’ll get the investment management expertise and responsive service you are looking for, and also have access to a wide range of financial services and solutions tailored for your unique needs.Fifth Third Wealth Advisors LLC is a wholly-owned subsidiary of Fifth Third Bank, National Association, and an investment adviser registered with the U.S. Securities and Exchange Commission under the Investment Advisers Act of 1940. Registration does not imply any level of skill or training. Fifth Third Wealth Advisors is not engaged in offering tax, legal or accounting advice. Investors should consult with their tax, legal or accounting professionals. For detailed discussion of Fifth Third Wealth Advisors, LLC please see the firm's Form ADV on file with the SEC at adviserinfo.sec.gov.Disclosure: This is my personal LinkedIn profile. Thoughts and opinions expressed here do not represent my employer

Ross Chambers, Cfp®, Cdfa®'s Current Company Details
PNC

Pnc

View
Senior Investment Advisor
Pittsburgh, PA, US
Website:
pnc.com
Employees:
62437
Ross Chambers, Cfp®, Cdfa® Work Experience Details
  • Pnc
    Senior Investment Advisor
    Pnc
    Pittsburgh, Pa, Us
  • Fifth Third Wealth Advisors
    Managing Director
    Fifth Third Wealth Advisors Jan 2024 - Present
    Pittsburgh, Pennsylvania, United States
  • Breathe Pennsylvania
    Member Board Of Trustees
    Breathe Pennsylvania Jun 2016 - Present
    Pittsburgh, Pennsylvania
  • Wesley Family Services
    Member Board Of Trustees
    Wesley Family Services Jun 2015 - Present
    Greater Pittsburgh Area
  • Bny Mellon Wealth Management
    Senior Wealth Manager
    Bny Mellon Wealth Management Feb 2014 - Jan 2024
    Pittsburgh, Pa
    Work with Ultra High Net Worth clients to review client portfolio allocation, performance and investment strategy outlookInitiate regular face to face client meetings to solicit feedback and maintain high client satisfactionDevelop investment programs to address complex estate planning and trust administration scenarios
  • Bny Mellon
    Assistant Portfolio Officer
    Bny Mellon Jul 2009 - Mar 2014
    Greater Pittsburgh Area
    Review client portfolio allocation, performance and investment strategy outlookInitiate regular face to face client meetings to solicit feedback and maintain high client satisfactionDevelop investment programs to address complex estate planning and trust administration scenarios
  • Bny Mellon
    Portfolio Administrator
    Bny Mellon Jun 2005 - Jul 2009
    Greater Pittsburgh Area
    Worked in a team environment managing portfolios of 200+ high net-worth individuals with over one billion in assets
  • Bny Mellon
    Financial Advisor Assistant
    Bny Mellon Feb 2004 - Jun 2005
    Greater Pittsburgh Area
    Maintained banking and brokerage relationships for high net-worth individualsExecuted confidential and highly sensitive transactions for senior executivesObtained NASD Series 7 and Series 63 licenses (MBSC Securities Corporation)
  • Bny Mellon
    Private Banker
    Bny Mellon Feb 2002 - Feb 2004
    Greater Pittsburgh Area
    Provided financial services, including consumer banking accounts, home equity loans, personal loans and brokerage services

Ross Chambers, Cfp®, Cdfa® Skills

Investments Wealth Management Portfolio Management Asset Allocation Securities Investment Strategies Investment Management Asset Management Alternative Investments Equities Banking Series 7 Estate Planning Financial Planning Retirement Planning Due Diligence Financial Services Investment Advisory Valuation Strategic Financial Planning Risk Management

Ross Chambers, Cfp®, Cdfa® Education Details

Frequently Asked Questions about Ross Chambers, Cfp®, Cdfa®

What company does Ross Chambers, Cfp®, Cdfa® work for?

Ross Chambers, Cfp®, Cdfa® works for Pnc

What is Ross Chambers, Cfp®, Cdfa®'s role at the current company?

Ross Chambers, Cfp®, Cdfa®'s current role is Senior Investment Advisor.

What is Ross Chambers, Cfp®, Cdfa®'s email address?

Ross Chambers, Cfp®, Cdfa®'s email address is di****@****ail.com

What is Ross Chambers, Cfp®, Cdfa®'s direct phone number?

Ross Chambers, Cfp®, Cdfa®'s direct phone number is (617)-722*****

What schools did Ross Chambers, Cfp®, Cdfa® attend?

Ross Chambers, Cfp®, Cdfa® attended University Of Dayton, Duquesne University, University Of Augsburg, Germany.

What are some of Ross Chambers, Cfp®, Cdfa®'s interests?

Ross Chambers, Cfp®, Cdfa® has interest in Skiing, Technology, Soccer, Golf, Platform Tennis.

What skills is Ross Chambers, Cfp®, Cdfa® known for?

Ross Chambers, Cfp®, Cdfa® has skills like Investments, Wealth Management, Portfolio Management, Asset Allocation, Securities, Investment Strategies, Investment Management, Asset Management, Alternative Investments, Equities, Banking, Series 7.

Who are Ross Chambers, Cfp®, Cdfa®'s colleagues?

Ross Chambers, Cfp®, Cdfa®'s colleagues are Whitney Robles, Chuks Eluwa, Joe Holloway, Olivia Samarco, Raul-Jose Andino, Pnc Bank-Evalyn Sudd Sudderth, Marty Tate.

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