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Jamie Ross

Jamie Ross

Portfolio Consultant & Financial Planner

Jamie utilizes his business and banking experience as well as financial services knowledge to provide financial strategies for small business owners, professionals, young families and baby boomers approaching retirement. My goal is to provide my clients with the proper guidance so that they make sound financial decisions.

Jamie has comprehensive background in financial services and business management which includes extensive time as a professional banker, successful entrepreneur and a leader with over 30 years of business experience in both the for profit and non-profit sectors. During his tenure as a banker, he spent a considerable time in both retail and commercial banking including business lending. Jamie also has been a co-founder, and CEO, of a successful healthcare company, led a successful financial turnaround of a large non-profit organization and spent some years consulting to small business owners.

Jamie is an active member on the Board of Directors, of Community Work Services, Boston, MA.

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