Ross McWilliams
Ross serves the Dakota Mansfield office as a Senior Wealth Advisor, bringing over a decade of extensive industry experience to the team. As a senior wealth advisor, Ross excels in strategic wealth planning, consistently delivering tailored wealth management solutions that align with our clients’ unique needs and objectives. He works closely with a select group of the firm’s clients and their families, providing them with comprehensive financial planning advice and experienced guidance.
Ross started his career at GW&K in 2012, where he developed a robust foundation in account management. Transitioning to the private client service group, he leveraged his skills to focus on advising clients directly. As a Wealth Advisor, he worked closely with clients to develop and implement bespoke financial and wealth management plans while working closely with investment teams to offer tailored investment strategies for individual clients. His experience at UBS Financial Services and Fidelity Investments has further enriched his deep understanding of wealth management, allowing him to offer insightful and personalized advice to his clients.
Educationally, Ross holds an MBA in finance from Babson College and a BS in Finance with a minor in Economics from Stonehill College. He is a CFA® charter holder and an active member of the CFA Institute and the CFA Society Providence. His commitment to professional excellence and client success makes him a valuable member of Dakota Mansfield, where he is eager to continue his dedication to helping clients achieve their financial goals. Ross lives in Rhode Island with his wife and two children. In his spare time, he enjoys golfing, coaching his son’s soccer team, and traveling.
