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 have the distinct privilege of working with a select group of highly successful families and individuals to help grow, preserve, and protect the value and impact of their wealth across generations. My approach is rooted in deep research, collaborative education, and a commitment to delivering tailored, comprehensive wealth management strategies for the clients we serve.
Drawing on over a decade of experience, I utilize a holistic approach that integrates income planning, legacy planning, tax optimization, risk management, and philanthropic strategies to help clients navigate complex financial landscapes with clarity and confidence. My goal is to provide client’s confidence—ensuring that each client has a clear, actionable strategy aligned with their unique goals and values, both for today and for future generations.
My areas of expertise include:
- Tailored Investment & Portfolio Management
- Retirement Planning and Income Strategies
- Risk Management and Estate Planning
- Concentrated Equity and Charitable Giving Strategies
- Multi-Generational Wealth Planning
- Cash Management and Education Savings
I hold the Chartered Financial Analyst (CFA®) and Certified Financial Planner®(CFP®) designations, and earned a B.S. in Economics from the College of Charleston. I’ve been honored to share insights through features in Fortune, CNBC.com, WSJ BuySide, Forbes Advisor, and AARP/Senior Planet.
Ross lives in Bethesda, Maryland with his wife and two children. During his free time, Ross enjoys sailing, gardening, reading, and spending time with friends and family.
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.
