Christopher Ross

Christopher K. Ross
Wealth Advisor Truist Bank

120 E Baltimore St

23rd Floor,

Baltimore, MD 21202-1605

About me

Background

Chris Ross is a Senior Wealth Advisor with Truist Bank, offering clients more than 25 years of comprehensive wealth management experience. He holds himself accountable for recommending strategies with his clients’ needs and goals in mind. These strategies are supported not only by the deep experience of his team of specialists, but by his highly attentive service and coordination of resources. He takes the time to talk to, learn about and understand the critical aspects of a client’s financial life so that he can assess the interaction and far-reaching impact of their multiple objectives.

Registered Representative, Truist Investment Services, Inc. Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

MBA
William & Mary
Dual BA: Economics & History
Salisbury University

Personal Interests

Chris earned dual degrees in economics and history from Salisbury University, his MBA from the College of William & Mary, and has completed post-graduate work at The Johns Hopkins University. Active in the community, he serves on the board of directors for the American Heart Association of Maryland, the finance committee of the Maryland Historical Society, and mentors growing companies in the MD Tech Council VMS program. As a native of Baltimore, he lives in Annapolis with his wife, Jennifer, and two children.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

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