Michael Ross
Managing Director
About
Michael Ross is a Managing Director and Wealth Planner within Jefferies Wealth Management, and an integral member of the Chicago wealth team. In this role, he focuses on estate, tax, and financial planning for the team’s clients. Prior to joining the Chicago team, Michael was Head of Estate, Tax, and Financial Planning at the division level. Over his tenured career, Michael was a founding member of a multi-family office serving ultra-high-net-worth families, oversaw financial planning and trust at Wilmington Trust, and served as senior vice president at Lenox Advisors where he managed a team of financial planners and asset managers. He began his career in the wealth management business as a financial advisor at Prudential Securities and its acquiring firm Wachovia Securities. Michael is a CFP, having completed the financial planning program at Boston University and holds a degree in Urban Planning from the University at Buffalo.
Michael Ross focuses on estate, tax, and financial planning for the team’s clients. Prior to joining the Chicago team, Michael was Head of Estate, Tax, and Financial Planning at the division level.
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