Trending...
- FlyBright Pilot Academy Partners with Allegiant Air to Address the Pilot Shortage - 306
- Southwest Florida Circus Company Launches New Entertainment Packages for Lifestyle Directors
- Florida Paints Hires New Business Development Executive for Commercial Development
NAPLES, Fla. - Floridant -- Clarity Wealth announced the promotion of Laura Ross, CFP, to managing director. Ross, a former client services associate who began her career in the financial services industry 25 years ago, will now grow and develop a team of advisors and manage the client experience.
Clarity Wealth CEO Keith Jacoby hired Ross as his first client services associate after she earned a degree in biotechnology. Despite switching career paths to the financial services industry, Ross quickly advanced in the business, earning her FINRA Series 7 registration in less than six months. She was instrumental in developing the company's proprietary Family Wealth Advantage process. In 2010, Ross also earned her Certified Financial Planner certificate, a rare accomplishment for a client services associate.
"I'm proud of Laura and admire her achievements," said Jacoby. "I wouldn't be where I am today without Laura. She continues to be a great asset to Clarity Wealth and our families."
More on The Floridant
For more information about Clarity Wealth and its comprehensive financial services, please visit clarity-wealth.com or contact info@clarity-wealth.com.
About Clarity Wealth
Clarity Wealth has built a heritage of managing the assets of affluent families for as many as four generations of wealth. As a family of over 50 financial professionals, Clarity Wealth organizes financial matters into a comprehensive wealth management plan that allows families to think more creatively and confidently about their future while providing financial clarity into their wealth management needs. Clarity Wealth has offices in Naples, Fort Myers and The Villages, Fla., and Pittsburgh, Pa. With clarity comes confidence. For more information, visit clarity-wealth.com.
More on The Floridant
About Wells Fargo Advisors Financial Network
For more than 20 years, Wells Fargo Advisors Financial Network, the independent contractor business model of Wells Fargo Wealth & Investment Management (WIM), has offered financial advisors more control, flexibility, and growth around business ownership as well as support from one of the nation's largest financial institutions. WIM provides financial products and services through various bank and brokerage affiliates of Wells Fargo & Company.
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC, Member SIPC (WFAFN), a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN. PM-07292026-7583133.1.1
Clarity Wealth CEO Keith Jacoby hired Ross as his first client services associate after she earned a degree in biotechnology. Despite switching career paths to the financial services industry, Ross quickly advanced in the business, earning her FINRA Series 7 registration in less than six months. She was instrumental in developing the company's proprietary Family Wealth Advantage process. In 2010, Ross also earned her Certified Financial Planner certificate, a rare accomplishment for a client services associate.
"I'm proud of Laura and admire her achievements," said Jacoby. "I wouldn't be where I am today without Laura. She continues to be a great asset to Clarity Wealth and our families."
More on The Floridant
- Pearl White Media Expands to Florida, Bringing Top-Tier Web Design to Fort Lauderdale
- DAY Miner: Using AI to transform cryptocurrency mining, boost revenue by 30%
- Jazz Legend Bob Holz Nomination-New Album Honoring Larry Coryell
- Unleash Daily Passive Income with AI-Driven Gold — Starting from Just $50
- Aterna AI Introduces Automated Investing Software for Entrepreneurs Focused on Reliable Growth
For more information about Clarity Wealth and its comprehensive financial services, please visit clarity-wealth.com or contact info@clarity-wealth.com.
About Clarity Wealth
Clarity Wealth has built a heritage of managing the assets of affluent families for as many as four generations of wealth. As a family of over 50 financial professionals, Clarity Wealth organizes financial matters into a comprehensive wealth management plan that allows families to think more creatively and confidently about their future while providing financial clarity into their wealth management needs. Clarity Wealth has offices in Naples, Fort Myers and The Villages, Fla., and Pittsburgh, Pa. With clarity comes confidence. For more information, visit clarity-wealth.com.
More on The Floridant
- Rutgers University Student Wins "New Jersey's Top Student Entrepreneur" in EO's Global Student Entrepreneur Awards
- Alpha Alpha Psi Sorority, Inc. Celebrates the 2024 Fall Line, "Conquerors Line,"
- Goodwill Teams Up With Senior Planet To Bring Aging With Attitude™ To Older Adults
- Inside Sarasota's Most Stunning Homes: Junior League's 2025 Tour Offers Rare Access
- Christina Penuel of Mark Loren Designs brings home prestigious national jewelry award
About Wells Fargo Advisors Financial Network
For more than 20 years, Wells Fargo Advisors Financial Network, the independent contractor business model of Wells Fargo Wealth & Investment Management (WIM), has offered financial advisors more control, flexibility, and growth around business ownership as well as support from one of the nation's largest financial institutions. WIM provides financial products and services through various bank and brokerage affiliates of Wells Fargo & Company.
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC, Member SIPC (WFAFN), a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN. PM-07292026-7583133.1.1
Source: Clarity Wealth
Filed Under: Services
0 Comments
Latest on The Floridant
- Harry Chapin Food Bank 2024 Impact Report documents sharp increase in food insecurity across SWFL
- Cura HR's CEO, Lyssa Hansard, Featured in Forbes: Driving Meaningful Change in Pay Equity
- Zezgo Rent A Car has arrived In Cyprus to Improve Car Rental Options
- Meredith Thomas Returns as Master of Ceremonies for International Women's Day Gala for 2025
- Kim Estes Returns as Master of Ceremonies for International Women's Day Gala for 2025
- Andre Kay Honored with Black Excellence Award by the Florida Panthers
- Did you Receive a violation because of your Seawall?
- Wide range of dental care products at upto 40% discounted prices | DentistryDeal.com
- Trump Tariffs Are Back! Here's Why Smart Investors Are Rushing to Buy Gold Before It's Too Late
- NaturismRE, ANF, and GNA Stand United for Naturist Rights in Australia – A Call for Global Support
- Zenglen Announces the Departure of EmmyNix & the Triumphant Return of Fréro Jean-Baptiste
- Volante of Hanover Expands with the Opening of Its Second Building, Introduces Assisted Living Services
- Gateway Trinity Lutheran Church donates $250,000 to Golisano Children's Hospital
- Summerwoods Parrish Florida - Community Open House on Sunday, February 16th from 12-2 PM
- Authusign.io Emerges as a Strong Contender in the International Mobile E-Signature Market
- Talent Concierge® Artists Agency and The Big Talk® Announce Game-Changing Partnership Challenging Status Quo in the Meetings Industry
- Barbara's Friends announces Teddy Bear Endowment Fund to bring comfort to cancer patients
- FlyBright Pilot Academy Partners with Allegiant Air to Address the Pilot Shortage
- Pace Center for Girls, Lee launches 'Every Girl Deserves' Capital Improvement Campaign
- BEPeterson Building Engineering Partnerships