Steven R. Ross

Steven R. Ross is a Wealth Advisor with LPL and Associate Vice President with TruMark Financial Wealth Advisors in Doylestown, PA. Steven joined TruMark in January 2019 after spending 17 plus years within the industry. Steven received his Bachelor of Arts with Honors from the University of California, Santa Barbara in both 1) Anthropology and 2) Law and Society. Steven later earned his Juris Doctorate from the University of Iowa, College of Law (currently non-practicing). He then spent a decade as a tax professional (currently non-practicing) in the CPA industry concentrating on personal income tax issues for the high net worth client. In the first quarter of 2017, Steven earned the Certified Fund Specialist (CFS) professional designation from the Institute of Business & Finance establishing him as a specialist in mutual funds, unit investment trusts and exchange traded funds.

Steven enjoys working with clients who need long range financial strategies and concentrates his practice on individuals. Common areas of assistance include asset allocation, investment direction, stock option analysis, qualified and non-qualified employee stock option analysis, insurance review financial goal clarification and estate investment planning services. Steven uses long term strategies that seek to achieve specific and unique financial goals through the use of appropriate investments allow Steven to help enhance the lives of his clients and establish strong and lasting relationships.

Steven, a native San Franciscan, moved to Doylestown, PA with his wife and children – which now number four boys in the summer of 1999. Steven enjoys playing golf and watching football, basketball and hockey. Steven appreciates poker, music, painting and fine foods. Steven spends much of his time servicing his clients and most of his free time with his family. Steven is licensed in CA, DC, DE, FL, MD, NC, NJ, NY, PA, SC, VA and WI. He holds  Series 7, and 66 registrations with LPL Financial.