Eric Ross, CFP® Joins Madison’s Growing Team as Senior Wealth Advisor
Madison Wealth Management recently welcomed Eric Ross, CFP®, to its talented team of professionals as a Senior Wealth Advisor. Eric will work directly with Madison clients and serve on the financial planning team.
“We are thrilled to welcome Eric to our team,” said Ed Kuresman, Madison’s Chief Investment Officer and Cincinnati Managing Principal. “Eric is an important addition to our team, and is a well-respected leader in the wealth management industry. His deep knowledge and experience will benefit our clients and firm.”
Eric, a CERTIFIED FINANCIAL PLANNER™ practitioner, has close to 20 years of experience in helping individuals and families achieve their financial goals. Before joining Madison, Eric was Director of Financial Planning & Shareholder for a large advisory firm where he served clients with complex financial needs and led the firm’s financial planning services. Prior to this, Eric was a management consultant with two leading global consultancies, Deloitte Consulting and Accenture.
Eric earned his B.S. in Business Administration from The Ohio State University, where he also received the Pacesetter Award for his leadership. Eric stays involved at Ohio State serving as a mentor in the Fisher College of Business and participating in pro-bono financial planning work with the financial planning program. Eric is also a Certified Business Coach for the Flywheel Social Enterprise hub where he helps entrepreneurs accelerate their business success. He also serves on the board of NAPFA Midwest and is a 2016 graduate of United Way of Greater Cincinnati’s Board Orientation & Leadership Development class. He has been quoted and featured in print publications including the Wall Street Journal, Kiplinger, the New York Times, and Consumer Reports.
Married with two children, Eric resides in Blue Ash where he enjoys being active outdoors, cooking, traveling, and coaching youth soccer.
Please join us in welcoming Eric to the Madison Team!