Brandon M. Ross, CFP®MANAGING DIRECTOR
Brandon Ross joined United Capital in 2011 as a Managing Director of the Dallas office and has worked extensively in the field of financial planning since 1997. Brandon has helped lead his office across the billion-dollar asset threshold, preaching an elevated level of stewardship for clients and their assets that is studied by other offices. Brandon's passion is providing financial guidance for high-level Fortune 500 employees nearing retirement as well as mentoring and overseeing Wealth Advisers. His vast knowledge in retirement income planning, portfolio management, tax planning and financial advice has been extremely valuable to his clients and the development of Wealth Advisers. Brandon's understanding of investment management and financial planning comes with a degree of depth. He received his BS in Finance at Oklahoma State University and became a CERTIFIED FINANCIAL PLANNER™ practitioner in 2011.
Registered Representative of and offering securities through Cetera Advisor Networks LLC (“Cetera”, doing insurance business in CA as CFGAN Insurance Agency), member FINRA/SIPC. Investment Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”), an investment adviser registered with the SEC. Cetera is under separate ownership from any other named entity.