DeLuca joins the team with decades of investment advisory experience. Ross works with individuals, families and small businesses on their investment, insurance and estate planning goals. At the Bank, he can offer access to partnerships and expansive resources to provide a wide range of solutions for his clients’ individual needs.
“Ross possesses years of experience in the financial services industry with proven success in meeting clients' investment objectives," said Bluestone Bank President, Meg McIsaac, “We welcome Ross to the Wealth Management team and are confident in his commitments to meeting the needs of our customers.”
DeLuca recently completed the ChFC® and CFP® education programs through The American College of Financial Services and has earned the CRPC® designation from the College of Financial Planning. He has FINRA registrations Series 66 and 7.