Steven Ross, JD, CFS, Vice President, Senior Wealth Advisor
7, 66
Securities registrations through LPL Financial
Located at TrumarkFinancial Credit Union
Steven R. Ross is a Senior Wealth Advisor and Vice President with Trumark Wealth Advisors in Doylestown, PA. Steven joined Trumark Wealth Advisors 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) 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 and Finance which enhances his knowledge 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. Areas of assistance include asset allocation, investment direction, stock option analysis, qualified and non-qualified employee stock option analysis, insurance reviews, financial goal clarification, financial planning, and estate planning. Steven uses long term strategies that seek to achieve specific and unique financial goals through the use of appropriate investments which 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 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, GA, MA, MD, NC, NJ, NY, PA, SC, VA, and WI. He holds Series 7 and 66 with LPL Financial.