Advisor profile


My approach

Ross Martin - My approach photo

What you can expect when you work with us 

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.


Ross Martin - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Charitable Giving
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CLU® Chartered Life Underwriter®
  • FINRA Series 7
  • FINRA Series 63
  • FINRA Series 65
  • Life, Health & Variable Annuity

Education

  • Washington University in St. Louis
  • The American College

Interests

  • Church
  • My Family
  • Fishing
  • Tampa Bay Buccaneers
  • St. Louis Cardinals

Community participation

    • Elder; First Christian Church, Fort Myers
    • Board Member; Christian Medical Ministries
    • Board Member; Luvybear Quilts 4 Tots;
    • Allocation Team Member; United Way of Lee County
    • Past Board Member; Christian Chamber of Southwest Florida

Awards & recognition

  • Ameriprise Circle of Success, 2011
  • Five Star Wealth Manager, 2012-2018

Professional associations

  • Washington University Alumni Association
  • Washington University in St. Louis

Previous experience

  • Ameriprise Financial Services, Inc., Fort Myers, FL, 2010 - present, Financial Advisor
  • SunTrust Investments, Fort Myers, FL, 2009 - 2010, Financial Advisor
  • Colonial Brokerage, Inc., Fort Myers, FL, 2005 - 2009, Investment Consultant
  • Wachovia Insurance Group, Fort Myers, FL, 1999 - 2005, Advanced Insurance Specialist
  • Omni Financial Services, 1987 - 1999, Associate

My office is open

I remain committed to serving clients. I am available to meet by phone or online and will continue to hold all client meetings as scheduled. The health and wellbeing of our clients is a top priority. Please take care of yourselves and those around you.