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Ross Cutler

CFP®, MBA
AAFMAA Wealth Management & Trust
Winter Park, FL
Breathe Easy

Meet Ross

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Introduction - Ross Cutler
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US Military Families - Ross Cutler
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Why AAFMAA is Unique - Ross Cutler
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What is Our Investment Philosophy - Ross Cutler
Video Transcripts

Ross Cutler, CFP® is a Senior Relationship Officer with AAFMAA Wealth Management & Trust. Ross actively helps clients review their personal situation and develop the right plan and portfolio to achieve their financial goals. Prior to joining AAFMAA Wealth Management & Trust, he was the Assistant Secretary at AAFMAA. In this role, he worked hand in hand with the AAFMAA Secretary in creating strategic plans for the future of the…

Ross Cutler, CFP® is a Senior Relationship Officer with AAFMAA Wealth Management & Trust. Ross actively helps clients review their personal situation and develop the right plan and portfolio to achieve their financial goals. Prior to joining AAFMAA Wealth Management & Trust, he was the Assistant Secretary at AAFMAA. In this role, he worked hand in hand with the AAFMAA Secretary in creating strategic plans for the future of the association. Before AAFMAA, Ross operated a ship brokerage company and served almost 10 years in the U.S. Navy, separating in 2012 as a Lieutenant. He earned his Bachelor of Science from the United States Merchant Marine Academy and holds an MBA in Finance.


Services offered

Investment management
Financial planning
Investment consulting
Retirement planning
College planning
Estate planning
Insurance management
Socially responsible investing

Experience with

Small business owners
Medical professionals
Finance professionals
Business executives
Entrepreneurs
Families

Fee structure

Based on % of assets

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™

Memberships

FPA - Financial Planning Association

Education

MBA
Bachelors
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