About Me

Headshot of Fred Ross, Senior Vice President/Investments in the Atlanta, Georgia branch of StifelFrederick M. Ross, CFP®, RICP®
Senior Vice President/Investments

 

Bringing more than 30 years of investment industry experience, I specialize in providing comprehensive private wealth planning and asset management services to a select group of individuals.  In addition, I utilize Stifel's high-caliber resources within institutional markets to work closely with defined contribution and defined benefit plans, foundations, endowments, and trusts.  Having attained and maintained the CERTIFIED FINANCIAL PLANNER™ certification, I have received training on the duties of good faith and standards of care, insurance reviews, tax strategies, as well as estate planning issues and retirement planning.

I joined Stifel in 2018 after working for Raymond James & Associates for 12 years.  Prior to Raymond James, I worked at several well-respected firms including Laventhol and Horwath, CPA, Lehman Brothers, Inc., Deutsche Bank Alex. Brown, LLC, and Alexander Key, a division of SunTrust Bank.    

I am an Atlanta native and am married with four children.  

 

Stifel and its associates do not offer tax or legal advice.  You should consult with your tax or legal advisor regarding your particular situation.