Ross Hamilton,
CFA®, CFP® Director, Private Wealth Advisor | Broad Branch Wealth Advisors of Raymond JamesAs the lead advisor of Broad Branch Wealth Advisors at Raymond James, I work with a select group of successful families and individuals to help them grow, preserve, and intentionally transfer wealth across generations.
My approach is grounded in a deep understanding of the full arc of a client’s financial life and evolving priorities. Drawing on over a decade of experience, I integrate investment management, retirement and income planning, tax-aware strategies, estate considerations, and philanthropic goals into a cohesive, highly personalized plan. Much of my work involves helping families navigate complexity—from concentrated wealth and multi-generational planning to asset protection and preparing the next generation for responsible stewardship.
At its core, my role is to bring clarity to complex financial decisions—helping clients evaluate tradeoffs and implement a disciplined, personalized strategy aligned with their goals, values, and long-term priorities—so they can move forward with confidence across market cycles while thoughtfully positioning their wealth for long-term, multi-generational impact.
As a CFA® charter holder and CFP® professional, I bring an institutional-grade approach to investment management alongside comprehensive financial planning to every client relationship. The CFA designation—globally recognized as the gold standard in investment management—reflects rigorous training in portfolio construction, risk management, and investment analysis. Above all, it reflects a commitment to rigorous ethical and fiduciary standards, reinforcing the responsibility to always place clients’ interests first, especially when decisions are most complex and consequential.
My work focuses on:
- Multi-generational wealth planning
- Tax-aware and estate planning strategies
- Concentrated equity and charitable giving
- Tailored investment and portfolio management
- Retirement and income planning
- Cash management and education funding
My insights have been featured in Fortune, CNBC, The Wall Street Journal, Forbes Advisor, Kiplinger, and AARP. I hold a B.S. in Economics from the College of Charleston and live in Bethesda, Maryland, with my wife and two children. Outside the office, I enjoy sailing, snowboarding, reading, and spending time with family and friends—interests that reinforce my belief in living intentionally and aligning wealth with what matters most.
PROFESSIONAL ASSOCIATIONS
CFA Institute
CFA Society of Washington
Financial Planning Association
Certified Financial Planner Board of Standards, Inc
QUALIFICATIONS
CFA® - Chartered Financial Analyst
CFP® - CERTIFIED FINANCIAL PLANNER®
Life, Health, and Variable Annuities Licenses
Series 7/66 Securities Licenses
COMMUNITY PARTICIPATION
JFGH Endowment, Board of Trustees
EDUCATION
B.S., Economics, College of Charleston, Charleston, SC
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Private Wealth Advisor is a designation awarded by Raymond James to financial advisors who have demonstrated mastery in anticipating and managing the expansive financial needs of high-net-worth individuals, families and organizations.
