Our reasons for becoming financial professionals are deeply personal. We repeatedly saw friends and family struggling to find the help they needed to map out their financial future.

We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future.

The process our firm follows ensures that we get to know our clients first. From there, we utilize a team of subject matter experts within portfolio management, insurance, estate planning, as well as others, to ensure that each plan put into place is precise and catered for each client.  Furthermore, we leverage our access to an immense library of potential financial solutions so that the recommendations provided remain independent. 

Fit Financial Wealth Management and LPL Financial do not provide legal advice or services.  Please consult your legal advisor regarding your specific situation.

Will Ross joined Fit Financial Wealth Management in 2022 as an outflow of his passion around building relationships and leveraging his expertise to help clients make the most of their hard-earned wealth. 

Will attained the prestigious CFP^® certification in 2019. Being one of the most respected and recognized financial planning credentials among consumers, the CFP^® mark highlights the completion of a rigorous and comprehensive program covering topics from financial planning strategies, tax planning, employee benefits and retirement planning, to estate planning, investment management and insurance.

He holds securities licenses Series 7, 63 with LPL Financial, and 65 with LPL and Independent Advisor Alliance as well as life and health insurance licenses.  He earned a bachelor’s degree in business management from Lee University near Chattanooga, TN.  

Will brings 15 years of financial service experience with a generous dose of humor. He helps his client see the value of learning from the past versus living in the past and also taking the financial planning process one step at a time.  

He grew up in the Charlotte area and is married to his high school sweetheart, Kerri. They have two active young boys and an energetic Golden Retriever. In his time away from work, you can find Will cycling with friends, spending time boating, and enjoying the outdoors.