Financial Advisor, Morgan Stanley
After graduating from Sewanee: The University of the South, Ross joined the Harbor Financial Group at Morgan Stanley to help grow the team’s intergenerational wealth practice. Ross channels a passion for teaching to help the inheriting generation of our clients’ wealth learn the foundation and fundamentals of financial planning. He is a member of the Estate Planning Council of Boca Raton and sits on the PULSE Board at the Boca Raton Chamber of Commerce – where he was a graduate of the Leadership Class of 2018.
Ross’s passion for volunteering focuses on furthering educational pursuits for students in his area, a cause originally championed by his uncle. He serves on the Delray Beach Education Board, mentors elementary school students at the Milagro Center, and helps student entrepreneurs bring their companies to life through the YEA! Program. Ross is beyond enthusiastic about competing in this year’s battle to benefit the George Snow Scholarship Fund, where he serves on the Selection Committee.
Ross O’Connor is originally from Richmond, VA, where his family still lives, and currently resides in Delray Beach with his wife, Margaret. Ross’s normal passions include traveling to see international places and cultures as well as competing in marathons and triathlons – all of which have been put on hold for the time being. He couldn’t think of a better and more worthwhile cause to replace this new free time than learning to dance for Boca’s Ballroom Battle.
CRC 3153424 08/2020