Merle Ross, CFP®, ChFC, MBA
Ms. Ross has over 25 years experience as a financial advisor first with American Express Financial Advisors, then Lincoln Financial Securities, and currently with Brightworks Wealth Management. Deeply rooted in the community, Merle selected Brightworks for their local presence and deep resources to better serve her clientele.
Merle partners with her clients, guiding them through the continuous process of financial decision making to help them create plans to build and preserve wealth in order to pursue their dreams.
She is an adjunct professor in Financial Planning at Howard Community College and has been a frequent speaker at corporations and associations throughout the Baltimore/Washington area.
Merle graduated from Loyola College with an MBA, is a CERTIFIED FINANCIAL PLANNER® practitioner, and has earned the designation of Chartered Financial Consultant. She holds a FINRA general security principal registration (24) as well as Series 7 and 63 registrations through LPL Financial and is an investment advisor representative.
Merle is a past member of the Board of Directors of Business Women’s Network of Howard County.
She lives in Columbia, MD and is married with two grown children and a rescued grand dog.
Ms. Ross loves traveling and has an avid workout schedule. She and her husband, Gary, are frequent volunteers for a local charity, Children’s Cancer Foundation.