Ross McWilliams Email & Phone Number
Principal, Senior Wealth Advisor @ Dakota Wealth Management
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Ross McWilliams Location
- Boston, MA, US
Ross McWilliams Work
- Principal, Senior Wealth Advisor @ (August 2025 - Present)
- Vice President, Wealth Advisor @ (February 2020 - August 2025)
- Associate Wealth Advisor @ (September 2014 - February 2020)
- Investment Operations Specialist @ (June 2012 - September 2014)
Ross McWilliams Education
- Babson F.W. Olin Graduate School of Business
Master of Business Administration (MBA)
- Stonehill College
Bachelor of Science (BS) (Finance & Economics)
Ross McWilliams Skills
- Microsoft Office
- PowerPoint
- Word
- Excel
- Economics
- Social Media
- Account Reconciliation
- Bank Reconciliation
- Microsoft Excel
- Microsoft Word
- Access
- Financial Analysis
- CRM
- Portfolio Management
- Marketing
- Bloomberg
- Mutual Funds
- Fund Accounting
- Investment Management
Ross McWilliams Summary
- Ross McWilliams, based in Boston, MA, US, is currently a Principal, Senior Wealth Advisor at Dakota Wealth Management. Ross McWilliams brings experience from previous roles at GW&K Investment Management. Ross McWilliams holds a Master of Business Administration (MBA) @ Babson F.W. Olin Graduate School of Business. With a robust skill set that includes Microsoft Office, PowerPoint, Word, Excel, Economics and more. Ross McWilliams has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Dakota Wealth Management Employees
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Director, Senior Wealth Advisor
Syracuse, NY, US
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Sartell, MN, US
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Managing Director, Senior Wealth Advisor
Harrisburg, PA, US
Leslie Metz
Chief Operating Officer and General Counsel
North Palm Beach, FL, US
Lou della Valle
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Mansfield, MA, US
Jeff Levin
Managing Director, Senior Wealth Advisor
Richmond, VA, US
Gina Bartell
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Bryan Gregorich
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Cleveland, OH, US
Andrew Gerstner
Head Trader
Palm Beach Gardens, FL, US
David Strachan
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Kennebunk, ME, US
Joshua Crossman
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Kayla Berg
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Boston, MA, US
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Billings, MT, US
Bryan K.
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