Brian Ross

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Executive Vice President, Retirement Planning

Brian Ross is an Investment Advisor and serves as Executive Vice President of Retirement Planning for Freedom Financial Advisors. With over 29 years’ experience in the financial services industry, Brian is uniquely qualified to help his clients with their retirement and investment planning needs. Brian is also a Federal Retirement Consultant, FRC (sm) and specializes in working with Federal Employees in the areas of; TSP retirement strategies, FERS and CSRS retirement, retirement income planning, retirement benefits planning, life insurance and estate planning.

Brian’s experience ranges from serving as President of a multi-million-dollar insurance and investment firm affiliated with a bank holding company, to owning his own private practice. He is a published author and has trained hundreds of advisors in helping meet client retirement goals.

Brian holds a Business Administration degree from West Virginia State University. In addition, he has completed the Wealth Management Certification Program from the Cannon Institute and received certifications from GAMA and The American College. He has been recognized as a member of the prestigious Million Dollar Round Table, and Court of Table for his production and ethics.