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Melanie Ross, CFP®

Principal

Chicago

Client Advisory

Biography

Melanie is a Financial Wellness Coach in the Chicago office and has over twenty years of experience in the financial services industry.

Melanie started her career in Toronto, Canada in various retail banking management roles. She received her Canadian certification in Financial Planning and became an Investment and Retirement Planner with the Royal Bank Financial Group. Following a re-location to Summit, New Jersey, Melanie obtained her U.S. certification in Financial Planning. She was a Financial Planner with Ernst and Young, Wells Fargo and The Powell Financial Group. At these firms, she provided advice and analysis to the firm’s clients in the areas of cash flow, retirement, benefits, education funding, insurance and tax planning. After a further move to Chicago, Melanie pursued the Enrolled Agent designation and worked with an accounting firm during their tax season preparing personal income tax returns.

Education

  • Economics degree from York University, Toronto, Canada

Highlights

  • CERTIFIED FINANCIAL PLANNER®
  • Enrolled Agent (EA)
  • Volunteers as a Financial Coach with The Centre for Economic Progress, a nonprofit organization in Chicago

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.