Ross Hamilton, CFP®, CFA®

Vice President, Wealth Manager

Ross Hamilton joined Steward Partners Global Advisory in 2016 as a Founding Partner, Vice President and Wealth Manager in our Bethesda, MD office. Ross’ principal responsibilities are serving as the lead financial planner for The Miner Group and as the associate manager on the team’s investment strategies. Combining in-depth research and a collaborative approach to both client education and advice, he works closely with clients to develop, monitor, and update financial planning and investment strategies designed to help clients achieve their financial goals.

Mr. Hamilton is a CFA® charterholder and a CERTIFIED FINANCIAL PLANNER™ practitioner. He holds the series 7 and 66 securities licenses, as well as licenses for life, accident, and health insurance and variable annuities. He is a member of the CFA Institute, the CFA Society of Washington, and the Financial Planning Association. He received a bachelor’s degree in economics from the College of Charleston, in Charleston, South Carolina.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.