Ross, a Clarksville native and lifelong resident, is passionate about helping his clients achieve their place of financial well-being. After graduating from Clarksville Academy, he earned a B.S. in business administration and accounting from Austin Peay State University, where he was a member of Sigma Phi Epsilon Fraternity.
He then went on to work as a Certified Public Accountant at Thurman Campbell Group, which provided him with a distinct perspective in financial planning, allowing him to work closely with clients' CPAs to ensure portfolios are customized to their specific tax situations. Ross’ team discretionarily manages over $100 million in custom portfolios for our clients (as of May 22, 2025).
An avid sports fan, Ross also enjoys golf, travel and spending time with his wife, Sarah, and their dog, Tucker.
The 2026 Forbes ranking of America’s Best-In-State Wealth Management Teams, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2024 to 3/31/2025 and was released on 01/07/2026. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 12,787 team nominations, 6,149 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info.
Raymond James and its advisors do not offer tax advice. You should discuss any tax matters with the appropriate professional.