Broker Check
Kyle M. Ross

Kyle M. Ross

Client Relationship Manager and Financial Advisor

Biography:
Kyle has four years of experience in public accounting.  He brings a unique perspective when evaluating tax consequences during our financial planning process.  Kyle graduated with a Master of Science degree in Accounting from the University of New Hampshire, Durham, NH.

 

Education:

- UNIVERSITY OF NEW HAMPSHIRE, M.S. Accounting, Durham, NH

- UNIVERSITY OF NEW HAMPSHIRE, B.S. Business Administration, Durham, NH

 

Experience:

- BIGELOW & COMPANY, PC, Staff Accountant, Manchester, NH

- LEONE, MCDONNELL & ROBERTS, PA, Staff Accountant, Wolfeboro, NH

- UNIVERSITY OF NEW HAMPSHIRE, College Internship, Durham, NH

 

Registrations:

- General Securities Registered Representative (Series 7)

- Uniform Investment Advisor (Series 66)

Education:

  • M.S. Accounting, University of New Hampshire, Durham, NH - 2010
  • B.S. Business Administration, University of New Hampshire, Durham, NH - 2009

Education:

  • M.S. Accounting, University of New Hampshire, Durham, NH - 2010
  • B.S. Business Administration, University of New Hampshire, Durham, NH - 2009

Education:

  • M.S. Accounting, University of New Hampshire, Durham, NH - 2010
  • B.S. Business Administration, University of New Hampshire, Durham, NH - 2009