Meet Ross
Ross is a Wealth Advisor based in McLean, Virginia. He joined Mercer Advisors in 2026, bringing 17 years of experience in the financial services industry. Ross served as a Sr. Investment Product Strategy Manager at Morgan Stanley for two years and worked at Eaton Vance for 15 years primarily in investment portfolio strategy. He earned a Bachelor of Science in Business Administration degree in finance and information systems from the University of New Hampshire and is a CERTIFIED FINANCIAL PLANNER® professional. Ross is motivated by making a difference in the lives of clients, feeling fulfilled through personal connections, helping others, and improving financial literacy.
Ross’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Ross has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Relocating in retirement with a clear financial strategy
- Switching careers while keeping your finances aligned and on track
- Supporting professional investors with full-service planning and private market access
- After a layoff, helping clients protect what they’ve built and chart a path forward
His working style
Ross partners closely with clients to simplify complex financial situations, removing industry jargon and focusing on what matters most to his clients. He values getting to know clients personally, earning their trust, and serving as a meaningful resource throughout their financial lives. His goal is to help clients make informed decisions with confidence.
Ross in real life
What keeps you busy outside of work?
I enjoy spending quality time with my family and taking advantage of any opportunity to get outdoors. You’ll often find me skiing, golfing, traveling, or being near the ocean. As a New England native, I was raised on lobster rolls, unpredictable weather, and, of course, a deep appreciation for area sports, especially the New England Patriots.
Why do you like working at Mercer Advisors?
I value the Mercer Advisors comprehensive approach to wealth management, which brings together specialized expertise across multiple disciplines to help clients navigate all aspects of their financial lives.
Any words you try to live by?
Act with care, advise with honesty, and steward each client’s wealth as if it were your own.
Ready to learn more?
Explore More
Lifetime Gift Tax Exemption: Why Using It Now Could Offer Advantages Over Waiting
October 15, 2026