Ross Feldman Email & Phone Number
Wealth Management Advisor, President
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Ross Feldman Location
- United States
Ross Feldman Work
- Wealth Management Advisor, President @ Wholistic Wealth (February 2004 - Present)
- Managing Director @ (May 2000 - December 2009)
- Broker @ Select Financial Group Which Became Rampart America (December 1997 - April 2000)
Ross Feldman Education
- New York University
Bachelor of Science
1983-1985 - University at Albany, SUNY 1981-1983
- Midwood High School 1978-1981
Ross Feldman Skills
- Estate Planning
- Financial Advisory
- Business Succession
- Fixed Annuities
- Pensions
- Retirement Income Strategies
- Insurance
- Retirement Planning
- Sell Agreements
- Financial Planning
- Retirement Income
- Portfolio Management
- Investments
- Buy
- Finance
- Wealth Preservation
- Key Person
- Series 66
- Investment Advisory
- Strategic Planning
- Asset Allocation
- Income Protection
- Financial Services
- Wealth Management
- Life Insurance
- Mutual Funds
- Trust Planning
- IRA's
- Business Planning
- Investment Strategies
- Wealth Accumulation
- Asset Management
- Trusts
- Long Term Care
- Disability Insurance
- Business Succession Planning
- Charitable Planning
- Charitable Giving Strategies
- Executive Compensation
- 401k Plans
- 401k Rollovers
- Retirement Plans
- Medicare Supplements
- Estate Tax Strategies
- Retirement
- Series 7
- Retirement Plan Distributions
- Legacy Planning
Ross Feldman Summary
- Ross Feldman, based in United States, is currently a Wealth Management Advisor, President at Wholistic Wealth. Ross Feldman brings experience from previous roles at Wealth Advisory Group LLC and Select Financial Group Which Became Rampart America. Ross Feldman holds a 1983 - 1985 Bachelor of Science @ New York University. With a robust skill set that includes Estate Planning, Financial Advisory, Business Succession, Fixed Annuities, Pensions and more. Ross Feldman has 1 mobile phone numbers on RocketReach.
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