Clarity Wealth promotes Laura Ross to managing director

Clarity Wealth announced the promotion of Laura Ross 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.”

For more information about Clarity Wealth and its comprehensive financial services, please visit clarity-wealth.com or contact [email protected].