Howard Ross CFP®,CLU,ChFC
Mr. Ross joined Equitable Advisors in February of 1985. As a CERTIFIED FINANCIAL PLANNER TM professional and Equitable Advisors Fianancial Professional, he assisted in the development of programs that help provide in-depth analyses of retirement and estate, as well as asset and risk management needs.
In 1971, Mr. Ross received his B.A. in Accounting (cum laude) from Baruch College, and went on to graduate from St. John's School of Law in 1975, and was admitted to practice law in New York in 1976. He completed his M.B.A. in Finance from Baruch College in 1962, and in 1995, he became a Certified Public Accountant (CPA). Mr. Ross is a member of the New York State and Nassau County Bar Associations, The Financial Planning Association, The National Association of Insurance and Financial Advisors and The National Society of Accountants.
Howard is also a well-known lecturer, having been quoted in many prominent publications such as Newsday and Ladies Home Journal.
Equitable Advisors does not provide tax or legal advice. Please consult your tax and/or legal advisors regarding your particular circumstances.
Securities
and investment advisory services
offered through Equitable Advisors, LLC (NY,NY
212-314-4600), member
FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah
as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.