M. Charles' Biography


M. Charles Ross has been involved in the insurance and investment business since 1981, with a Masters Degree from New York University. Having been a Hospital Administrator for 10 years, Charles knows that service is more than a word.

After extensive background, knowledge and experience in the insurance and investment arena, Charles assists high net worth individuals with their retirement planning, estate conservation and financial goal orientation. 
Charles' goal is to help create wealth and financial responsibility in individuals who are committed to their future.

Success has resulted in a clientele that includes hard working individuals, successful professionals, small business owners and retirees. Integrity and genuine concern for his clients assure superior service and effective consultation designed to help fulfill the objectives of the client through long term relationships. As a financial representative, Charles is dedicated to offering access to a broad range of quality products and services including: annuities, stocks, bonds, mutual funds, tax management strategies, buy-sell agreement funding, as well as life, health and disability income insurance.