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Greg Ross, CFP®

Wealth Manager
Greg serves as a Wealth Manager, working directly with his clients to establish and maintain comprehensive financial plans that address their goals and complex needs. He specializes in the areas of retirement planning, investment management, tax planning, estate planning, risk management, and charitable planning. Greg has spent his entire career in the financial services industry and has developed an in-depth knowledge of serving clients with comprehensive wealth management. Prior to joining Creative Planning, he worked for an independent investment advisory firm as a Senior Wealth Specialist. Greg earned a Bachelor of Science degree in Financial Economics from Centre College. Greg is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards. Greg and his wife, Chelsea, have one son – Timmy. In his spare time, Greg enjoys working out, coaching high school basketball, watching the Reds & Bengals, and spending time with his family.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

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50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021