Broker Check
Mike Ross

Mike Ross

Associate Financial Advisor

Michael D. Ross, a seasoned professional with over 35 years of experience in the financial services sector, aiding clients in achieving their financial objectives has joined us. For the past 14 years, Michael was with Members 1st FCU, serving Members in the Palmyra, Lebanon, and Lancaster areas. His approach as a conservative, knowledgeable advisor has been pivotal in educating his clients about investment choices and risk management. Michael excels in analyzing financial products and simplifying complex concepts for better understanding.

Before this, Michael spent over two decades at GM Financial Advisors in Allentown, PA. Here, he established an Advisory platform for managing client assets, which impressively grew to over $40 million across various strategies within four years. His role encompassed a broad range of responsibilities, including stock and mutual fund analysis, model management, trading, billing, performance reporting, and ensuring compliance.

Educationally, Michael holds an Associate Degree in Engineering with a focus on Bio-Medical Equipment Technology from Penn State. Initially, he interned at the Lehigh Valley Hospital in Allentown post-graduation but soon realized that healthcare was not his calling. He then devoted 20 years to Bell and Howell, working in the Engineering Department in Product Development and International Sales, before transitioning to Financial Services.

Apart from his professional life, Michael has been actively involved in his community. He served as the past President of the Palmyra Aquatic Club and continues to contribute, especially in organizing Regional High School swimming events. A dedicated father of six daughters, two of whom are teenagers still living at home, he takes pride in their accomplishments in swimming and karate. Michael also cherishes his life with his wife Kelli, who is a Chiropractor.