Registered Representative of Osaic Institutions, Inc.

Phone: 508.320.1071

A registered representative of Osaic Institutions, Inc., 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 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.

Ross teaches public speaking part-time at Bridgewater State University, where he earned a master’s degree in Communication Studies. Ross is passionate about financial literacy and has partnered with the University on their objectives to educate and empower young people with valuable information and skills.

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Investments and Insurance Products are offered through OSAIC INSTITUTIONS, INC. Member FINRA/SIPC. Bluestone Wealth & Trust is a tradename of Bluestone Bank. Osaic and the bank are not affiliated. Account Executives are representatives of Osaic.

Investment and Insurance Products:

  • Are NOT FDIC Insured
  • Are NOT Insured by Any Government Agency
  • Are NOT Bank Deposits
  • Are NOT Guaranteed by the Bank
  • May Lose Value
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