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Chfc Ross Deluca Crpc

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Chfc Ross Deluca Crpc

Vice President, Financial Advisor | Bluestone Bank

Boston, Massachusetts, United States

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Chfc Ross Deluca Crpc

Summary

Chfc Ross Deluca is a seasoned Financial Advisor based in Boston, Massachusetts, with a robust background in financial planning and wealth management. He is dedicated to empowering individuals and businesses through comprehensive financial education and tailored advisory services. With over two decades of experience in the financial services industry, Ross has honed his expertise in retirement planning, asset allocation strategies, and client relationship management. He holds multiple professional designations, including ChFC and CRPC, and is licensed in Massachusetts and Rhode Island. Ross is also a part-time instructor at Bridgewater State University, sharing his knowledge with the next generation of financial professionals. His commitment to client service and education sets him apart in a competitive field, making him a valuable resource for those seeking financial guidance.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Consulting Experience

Chfc Ross Deluca Crpc

Work Experience

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Vice President, Financial Advisor at

Bluestone Bank

June 2022 - Present

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Financial Advisor, Osaic Institutions, Inc. at

OBRAS Y SERVICIOS ARQUITECTOS INGENIERIA Y CONSTRUCCION E.I.R.L.

June 2022 - Present

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Senior Instructor at

Bridgewater State University

September 2005 - Present

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Financial Advisor at

EQUITABLE ADVISORS LIMITED

March 2021 - June 2022

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Financial Planner / (508) 320-1071 at

Securities America Inc.

October 2007 - March 2021

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Financial Advisor at

UBS Group AG

January 2006 - January 2007

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Client Relationship Manager at

January 2004 - January 2006

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Relationship Manager at

State Street Global Advisors

January 1998 - January 2004

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New Business Consultant at

Signature Financial Partners, LLC

January 1996 - January 1998

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Team Leader at

Putnam Investments

January 1992 - January 1996

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Chfc Ross Deluca Crpc

Education

The American College of Financial Services, Chfc® / Cfp®

January 2019 - January 2021

Bridgewater State University, M.A.

January 1997 - January 2000

Johnson and wales University, B.S.

January 1990 - January 1993

College for Financial Planning, Chartered Retirement Planning Counselor / Crpc

January 2012

MacEwan University, Edmonton, Canada, Management

Frequently Asked Questions about Chfc Ross Deluca Crpc

What is Chfc Ross Deluca Crpc email address?

Chfc Ross Deluca Crpc's primary email address is *******@bluestone.bank. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Chfc Ross Deluca Crpc work for?

Chfc Ross Deluca Crpc is a Vice President, Financial Advisor at Bluestone Bank, a company specializing in Depository Credit Intermediation.

Where Chfc Ross Deluca Crpc graduated from?

Chfc Ross Deluca Crpc holds a degree in Financial Planning And Services from The American College of Financial Services.

How can I directly contact Chfc Ross Deluca Crpc?

To contact Chfc Ross Deluca Crpc directly, you can use the email address *******@bluestone.bank. Complete contact information is available upon registration with Muraena.

Who is Chfc Ross Deluca Crpc?

Chfc Ross Deluca is a seasoned Financial Advisor based in Boston, Massachusetts, with a robust background in financial planning and wealth management. He is dedicated to empowering individuals and businesses through comprehensive financial education and tailored advisory services. With over two decades of experience in the financial services industry, Ross has honed his expertise in retirement planning, asset allocation strategies, and client relationship management. He holds multiple professional designations, including ChFC and CRPC, and is licensed in Massachusetts and Rhode Island. Ross is also a part-time instructor at Bridgewater State University, sharing his knowledge with the next generation of financial professionals. His commitment to client service and education sets him apart in a competitive field, making him a valuable resource for those seeking financial guidance.

Chfc`s contact details

mail

*******@bluestone.bank

Colleagues

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Nikole Shriner

VP Loan Operations Manager

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Frank Davis

Commitee Member

Bill Benford

Executive Vice President

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Rick Hamilton

Senior Vice President - Team Leader

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Ron Hill

Vice President and Loan Officer

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Mike Kemple

1st Senior VP, Residential & Consumer Lending

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Lisa Zenack

Senior Vice President & Senior Risk Officer

Shawn Mcdonough

Vice President Director of Corporate Services

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Meg Mcisaac

President and CEO

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Benjamin Lord

Executive Vice President, Chief Operating Officer

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