Steven Ross

Steven Ross

Assistant Vice President, Financial Consultant

Steven R. Ross is a Financial Consultant with TruMark Financial Investor Services in Doylestown, PA. Steven joined TruMark in January 2019 after spending 17 plus years within the industry. Steven received his Bachelor of Arts with Honors from the University of California, Santa Barbara in both 1) Anthropology and 2) Law and Society. Steven later earned his Juris Doctorate from the University of Iowa, College of Law (currently non-practicing). He then spent a decade as a tax professional (currently non-practicing) in the CPA industry concentrating on personal income tax issues for the high net worth client. In the first quarter of 2017, Steven earned the Certified Fund Specialist (CFS) professional designation from the Institute of Business & Finance establishing him as a specialist in mutual funds, unit investment trusts and exchange traded funds.

Steven enjoys working with clients who need long range financial strategies and concentrates his practice on individuals. Common areas of assistance include asset allocation, investment direction, stock option anaylsis, qualified and non-qualified employee stock option analysis, insurance review financial goal clarification and estate investment planning services. The creation of long term strategies designed to achieve specific and unique financial goals through the use of appropriate investments allow Steven to help enhance the lives of his clients and establish strong and lasting relationships.

Steven, a native San Franciscan, moved to Doylestown, PA with his wife and children – which now number four boys – in the summer of 1999. Steven enjoys playing golf and watching football, basketball and hockey. Steven appreciated poker, music, painting and fine foods. Steven spends much of his time servicing his clients and most of his free time with his family.

Phone 267 460 5699
Mobile Phone 215 347 4594