Ross P. McWilliams

Ross P. McWilliams, CFA

Vice President, Wealth Advisor


13 Years


Ross is a wealth advisor and member of our private wealth client servicing team. With over a decade of industry experience, Ross has developed a deep understanding of strategic wealth planning and is committed to delivering tailored wealth management solutions that align with our clients’ needs and objectives. He works closely with a select group of the firm’s clients and their families, providing comprehensive financial planning advice and experienced guidance.

Prior Work Experience

Ross joined GW&K in 2012 as an investment operations specialist where he gained a strong foundation of account management. He then transitioned to the private client service group, both as a client service administrator and as an assistant relationship manager, where he worked closely with our investment teams to create customized investment plans for each individual client. Ross also spent time at UBS Financial Services and Fidelity Investments.


Ross received an MBA in finance from Babson College and a BS from Stonehill College with a major in Finance and a minor in Economics. He is a CFA® charterholder and is a member of the CFA Institute and the CFA Society Providence.

What excites me most about my position ...
Being able to develop a personal connection with each and every client is one of the most rewarding aspects of my job. Beyond the allocation and investment discussions, it’s fulfilling to share in the excitement of clients’ major life milestones. I take great pride in helping clients reach their financial goals throughout the different stages of their lives.

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