Ross P. McWilliams

Ross P. McWilliams, CFA

Wealth Advisor

Joined
GW&K
2012

Industry
Experience
13 Years

Responsibilities

Ross is a wealth advisor and member of our private client service team responsible for supporting our clients with the implementation of their long-term investment strategy, and assuring that all aspects of account management run smoothly.

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.

Education

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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