Ross Chambers, Cfp®, Cdfa® Email and Phone Number
Ross Chambers, Cfp®, Cdfa® work email
- Valid
Ross Chambers, Cfp®, Cdfa® personal email
- Valid
Ross Chambers, Cfp®, Cdfa® phone numbers
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
-
Senior Investment AdvisorPncPittsburgh, Pa, Us -
Managing DirectorFifth Third Wealth Advisors Jan 2024 - PresentPittsburgh, Pennsylvania, United States -
Member Board Of TrusteesBreathe Pennsylvania Jun 2016 - PresentPittsburgh, Pennsylvania -
Member Board Of TrusteesWesley Family Services Jun 2015 - PresentGreater Pittsburgh Area -
Senior Wealth ManagerBny Mellon Wealth Management Feb 2014 - Jan 2024Pittsburgh, PaWork 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 -
Assistant Portfolio OfficerBny Mellon Jul 2009 - Mar 2014Greater Pittsburgh AreaReview 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 -
Portfolio AdministratorBny Mellon Jun 2005 - Jul 2009Greater Pittsburgh AreaWorked in a team environment managing portfolios of 200+ high net-worth individuals with over one billion in assets -
Financial Advisor AssistantBny Mellon Feb 2004 - Jun 2005Greater Pittsburgh AreaMaintained 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) -
Private BankerBny Mellon Feb 2002 - Feb 2004Greater Pittsburgh AreaProvided financial services, including consumer banking accounts, home equity loans, personal loans and brokerage services
Ross Chambers, Cfp®, Cdfa® Skills
Ross Chambers, Cfp®, Cdfa® Education Details
-
Finance -
Executive Certificate In Financial Planning -
University Of Augsburg, GermanyFinance
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.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial