Michael Ross, CFP®
Michael Ross is the founder and President of Financial Connection, Inc.
He began his career as a portfolio analyst on Wall St. with, a New York Stock Exchange Member investment firm. After tenures as a Financial Advisor with both a large national financial services company, followed by a smaller regional firm, he founded Financial Connection in 1988.
Mr. Ross is a graduate of The American University in Washington, DC, where he earned a Bachelor of Science Degree in Business Administration, having majored in Finance and minored in Economics. In addition, he earned a Certificate in International Business from the University of Copenhagen in Copenhagen, Denmark. He is a graduate of the College For Financial Planning in Denver, CO, having completed the Certified Financial Planner education program.
He holds the Certified Financial Planner™ designation, granted by the Certified Financial Planner Board of Standards. He is a frequent contributor to financial articles and columns appearing in newspapers periodicals, books, and online media.
In addition to his position at Financial Connection, Mr. Ross has served since 1995 as a member of the FINRA Board of Arbitrators. In this position, he is responsible for arbitrating monetary disputes between securities firms and their customers and employees. He has also recently served a term as a member of the Discipline and Ethics Commission of the Certified Financial Planner Board of Standards. While serving in this position he was responsible for adjudicating cases where CFP® Licensees and Candidates are accused of violating the Code of Ethics or Practice Standards and if so, rendering the appropriate penalty or sanction.
Early in his career, he was the youngest trustee ever elected to serve on the Board of Education in his community. As the board's Business Affairs Chairman, he was responsible for overseeing the development and implementation of annual budgets approaching 90 million dollars and a staff of over 1,000 employees.
Recently, he served as a director of the South Florida Chapter of the Financial Planning Association from 2016-2019, including a term as President in 2018. He also served a term on the Board of Directors for Old School Square Center For The Arts in Delray Beach, FL, additionally serving as Treasurer in 2018.
His career has been dedicated to providing superior Financial Planning advice and Wealth Management to individuals, families, businesses and other entities on a fiduciary basis.