|Steven S. Ross, CFP®|
Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
Steve is a Senior Vice President at RBC Wealth Management. He began his career with Ferris, Baker, Watts (FBW), acquired by RBC Wealth Management in 2008, as a $3.65 an hour intern on September 19, 1979 and is proud to say he has never moved desks. Over his 33-year career, Steve has managed portfolios for a wide range of individuals and institutions striving to meet their investment and financial goals. Steve graduated with honors from George Washington University in 1981 and he holds the Series 7, 63, and 66 securities licenses as well as the CERTIFIED FINANCIAL PLANNER® designation.
Steve was elected to George Washington University’s Board of Trustees in 2006 and also served as a Board Member for the Kennedy Institute in Washington, DC. Prior to FBW’s merger with RBC Wealth Management, Steve served on FBW’s Board of Directors and Chaired its Retail Advisory Board. Currently, Steve is a member of RBC Wealth Management’s Chairman’s Council, which recognizes the firm’s top 120 financial advisors, and serves on RBC Wealth Management’s Equity Leader Advisory Council.
Steve resides in Bethesda, MD, and is married with two children. His interests and hobbies include coaching baseball and basketball, participating in numerous sports, genealogy research, and providing free plumbing advice to friends, family and clients as he is a descendant of three generations of plumbing contractors.
|William D. Fort, CFA|
Senior Financial Associate
Billy is a Senior Financial Associate with RBC Wealth Management and was recruited by the Ross Group in 2003. Billy serves as the team’s Senior Portfolio Analyst and works side by side with Steve and Matt on portfolio construction, management, and asset allocation. Billy graduated from Cornell University in 2002, holds his Series 7 & 66 security licenses, and received the Chartered Financial Analyst (CFA) designation in 2008.
A native of the DC area, Billy graduated from the Landon School in Bethesda, MD, and then headed to Cornell University where he played Varsity Lacrosse. After graduating from Cornell, Billy lived abroad for one year, coaching and playing lacrosse professionally in England.
Billy is a Board Member of the Mario St. George Boiardi Foundation. George Boiardi, a life-long friend of Billy’s, tragically died during a lacrosse game in 2004, and a foundation was created in his honor with a mission of promoting youth through academics and athletics. During his free time, Billy enjoys playing or coaching various sports. He currently resides in Washington, DC with his wife, Tricia.
Associate Financial Advisor
Matt is a Financial Advisor with the Ross Group. He has his Series 7 & 66 licenses, state insurance licenses, and received his MBA, with a focus in finance and international business, from George Washington University’s School of Business and completed his BA from Denison University. Currently, Matt is a Certified Financial Planner (CFP) Candidate at Georgetown University.
Matt was recruited by the Ross Group to help expand its portfolio management and business development efforts. He works with Steve and Billy on portfolio construction and brings a knowledge of retirement planning, income tax, estate planning, insurance and investment management.
Matt serves as a Board Member of the Real Estate Finance Alliance (REFA) at GW; is an Advisory Board Member of LearnServe International; a member of The Luther Rice Society; and an active participant in the GW School of Business Alumni Association.
|Rene Floro, CFP®|
Senior Financial Associate
Renee is a key member of the team who delivers retirement planning, educational funding and insurance planning services to the individuals and families we work with. She focuses on understanding the unique financial circumstances and investment objectives of each client to create a customized financial analysis, including recommendations to help them meet their specific goals. Renee also works closely with our clients to implement the recommended strategy, and monitors their ongoing needs and changing life circumstances. She has more than a decade of experience and is valued for her contributions to out process and the success we create for clients.
Renee earned a Bachelor’s degree in finance from Bloomsburg University. Since graduating, she has earned the prestigious CERTIFIED FINANCIAL PLANNER™ certification which requires demonstrating advanced knowledge of complex financial topics, such as retirement planning, income tax, estate planning, insurance and investment management. She has also earned Series 7 and 66 securities licenses and state insurance licenses, as well as an Executive Certificate in Financial Planning from Georgetown University.