Robert

Robert "Ross" Houck

Investment Advisor Representative

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Phone: 678-242-8515
Fax: (615) 383-0519
E-mail:

A veteran of nearly three decades in the financial advisory profession, Ross has extensive experience in the areas of retirement strategies, wealth preservation and estate distribution.

A native of Florida, Ross relocated to the Atlanta area several years ago, a 30 year hiatus after his attendence at Emory University. After serving the retirees of Sun City Center, Florida for five years as an esate planning advisor with Raymond James & Associates, he joined Dean Witter (now Morgan Stanley) as their tax-advantaged program coordinator, helping clients reduce taxes and preserve wealth, while training other advisors in the firm on tax reduction investment strategies.

Investment advisory grew out of this experience in estate and wealth managment and for the next twelve years Ross emphasized professionally managed accounts for small institutions and individual investors, which will be one of the primary focuses of his practice, along with estate preservation and asset protection.