Michael D. Ross, AWMA®

Michael D. Ross, AWMA®

Financial Advisor, Accredited Wealth Management Advisor (SM)

Phone: 585-497-5011
E-mail:
 

Michael D. Ross, AWMA®
T.R.U.E. Financial Guide, Transparent.Responsive.Understandable.Ethical

 

Mike serves as a T.R.U.E. Financial Guide for individuals and businesses maintaining his background as an Accredited Wealth Management AdvisorSM at NorthLanding Financial Partners. Mike's personal practice is focused on investment management and financial planning. He provides personal and objective advice on retirement income planning, Social Security planning, estate planning, investment allocation, Medicare supplemental planning, and tax-related matters.  Mike also has a specific focus consulting with businesses on their Qualified Retirement plans.  He provides objective advice auditing Qualified Retirement plan designs, DOL compliance, investment monitoring and selection processes. He resides in Hilton, New York with his wife and two children.  Mike is an active member at Hope Lutheran church in Greece, NY. In his spare time, you will find Mike coaching football and baseball for his son's teams, weight training, boating, and alpine skiing in the Winter months.

EXPERIENCE

  • NorthLanding Financial Partners LLC, T.R.U.E. Financial Guide, 2016-current
  • High Falls Advisors Inc., Vice President of Business Development, 2011-2016
  • Leigh Baldwin LLC, Registered Representative, 2013-2016
  • Wall Street Financial Group, Registered Representative, 2011-2013

EDUCATION

  • AWMA®, College for Financial Planning 2013
  • Advanced Certificate in Strategic Leadership, Canisius College, 2008
  • Masters of Architecture, University of Buffalo, 2004
  • Bachelor of Arts, Cum Laude, Political Science & International Studies, SUNY Brockport, 2000

 

Check out the background of this representative on The Investment Adviser Public Disclosure Site.