A trusted advisor and financial planner specializing in the area of investments, wealth-creation and estate-conservation, Ross Ainley has over 35 years of experience working for the same firm. His clients range from wealthy individuals, successful executives and closely-held business owners, to large municipalities’ pension plans.
With an Accounting and Finance degree from the University of Connecticut, Ross entered the financial services industry in 1979, joining the Connecticut General team and adopting their philosophy and culture: Serve First. It has proved to be the cornerstone of his success and a firm foundation on which his clients have come to depend.
Ross offers holistic financial planning solutions tailored to the unique financial needs of the particular client, whether individuals and their families or municipal pension plans. He provides in-depth analyses, illustrations and market research necessary for clients to make informed decisions about their financial future. Ross’ approach is two-fold: fully evaluate the specifics of a client’s financial situation and offer sound recommendations for alternative financial decisions. Ross’ clients appreciate his ability to present clear and understandable solutions to often complex financial issues.
Ross’ strengths and focus with individuals are in multi-generational planning and structuring his clients’ affairs with maximum flexibility while ensuring they are able to maintain control over their net worth. Generally speaking and as it pertains to working with municipalities, Ross’ approach is to draw upon his depth of experience to match the client’s needs to the appropriate resources.
Due to his mastery in the industry, Ross has been honored with an elite membership in Lincoln’s Sagemark Consulting Private Wealth Services, an internal Lincoln Financial Advisors organization which focuses on clients in the high net worth market. This group of highly-skilled advisors provide cutting-edge advanced design solutions for affluent families and successful businesses in the high net worth marketplace.
A native of Connecticut, Ross lives in Birmingham, Michigan and enjoys skiing, biking, swimming, and traveling.