When the moment was right, Ross took the leap and walked away from the safety of the family business and enrolled in Morgan Wilshire’s trainee program. Ross was a standout trainee and processed information very quickly. He also had a great attitude and a ”larger than life” personality. Ross progressed very quickly and soon began managing client assets. For a variety of reasons, including financial expertise and a winning personality, clients gravitate to Ross. For obvious reasons, the firm’s management takes great pride in how far Ross has progressed after going through its rigorous training program.
Ross currently holds both the Series 7 and 63 licenses, allowing him to handle most investment types. He currently manages mostly individual, retirement and corporate accounts.
Ross is a very smart, caring and hard working young man who has a bright future ahead of him. He has already amassed great client relationships, and he works tirelessly to help his clients succeed financially. He can be found most days hard at work at the firm’s Garden City location. In his spare time, Ross enjoys playing poker, watching movies, and eating great food!
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