Ross serves high-net-worth clients throughout the United States, helping them meet their comprehensive financial advisory needs. His areas of expertise include preparing clients for the financial independence they desire, retirement income creation, investment allocation, insurance analysis and philanthropic giving.
Before founding Lumature Wealth Partners, Ross was a vice president for Goldman Sachs, a managing director for United Capital Financial Advisers and previously affiliated with Professional Planning Associates. In addition to his industry experience, Ross holds the Certified Financial Planner™ certification.
Ross is a graduate of the University of Mary Washington, where he played intercollegiate soccer and was a member of the honor council. He later served on the university’s Alumni Association Board of Directors. Additionally, Ross holds a graduate degree from Georgia State University.
An active volunteer, Ross has served as both chairman and treasurer of the board of directors for Fellowship Christian School (FCS). He was also asked to use his fundraising background while serving as chairman of the FCS ONE Capital Campaign. Ross has previously served on three local boards for the Fellowship of Christian Athletes.
Ross and his wife, Lori, a native of Atlanta, have three fun-loving children. They’ve led small group financial studies for Crown Ministries in the past and currently attend Fellowship Bible Church in Roswell. In his spare time, Ross enjoys traveling with his family, coaching his children and playing golf.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Raymond James is not affiliated with the above organizations and/or charitable causes.