Ross Hamilton,
CFA®, CFP® Vice President, Wealth ManagementRoss Hamilton is a CERTIFIED FINANCIAL PLANNER® professional and Chartered Financial Analyst® with over a decade of financial advisory experience. Combining in-depth research and a collaborative approach to both client education and advice, he works closely with clients to develop, manage, and update financial planning and investment strategies designed to help them pursue their financial goals.
Ross lives in Bethesda, Maryland with his wife and two children. During his free time, Ross enjoys sailing, biking, reading, playing chess, and spending time with friends and family.
PROFESSIONAL ASSOCIATIONS
CFA Institute
CFA Society of Washington
Financial Planning Association
Certified Financial Planner Board of Standards, Inc
QUALIFICATIONS
CFA® - Chartered Financial Analyst
CFP® - CERTIFIED FINANCIAL PLANNER®
Life, Health, and Variable Annuities Licenses
Series 7/66 Securities Licenses
COMMUNITY PARTICIPATION
JFGH Endowment, Board of Trustees
EDUCATION
B.S., Economics, College of Charleston, Charleston, SC
AREAS OF FOCUS
Investment & Portfolio Management
Retirement Planning Strategies
Retirement Income Strategies
Risk Management
Estate Planning Strategies
Charitable Giving Strategies
Multi-Generational Planning
Cash Management
Education Savings Strategies
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
