Mark W. Ross

Mark Ross oversees Wealth Management & Family Office services for Riverplace Capital. In this role, he works with high-net-worth individuals to provide tailored services to meet their individual needs. He is a member of the Investment Committee and focuses on clients, their portfolio management, and financial planning.

With more than 30 years in the financial services industry, began his career with Merrill Lynch Wealth Management and attained the Certified Financial Manager designation. He previously served on the advisory board for Life Management Advisors, providing family office services for high-net-worth individuals. Mark has extensive experience in real estate investments and currently maintains his NMLS Mortgage License.

Mr. Ross earned a Bachelor of Arts degree in Business Administration from Florida Southern College.

He currently serves on the Board of Directors for Delta Academy, a Charter School for at-risk children. He also served on the Board of Directors for Dreams Come True and has been very active with the Big Brothers Big Sisters program in Jacksonville.

Mark has held NASD Series 7, 63, 65, and Health, Life, and Variable Annuity Insurance Licenses.