Leila Ross

Managing Partner

Leila began her career in the Financial Services industry in 1989 joining Donaldson, Lufkin & Jenrette. By 1992, she transitioned her role into provisioning financial advice for clients by joining the Brokerage & Advisory ranks of Merrill Lynch where she spent the next 21 years of her career. With the goals of delivering an even greater level of service, providing more attractive pricing and a much wider array of investment opportunities to positively impact the lives of her clients, she moved her practice to LPL Financial during May of 2013. 

Leila is an ardent advocate for clients, holds herself to a fiduciary standard in all of her dealings, and focuses her practice on high value services for successful individuals and families such as financial, retirement and estate planning, investment management of retirement and non-retirement assets and Long-term Care planning. She further delivers advisory services for charities and foundations. 

Leila is a Pace University graduate, having earned a BBA degree with a concentration in International Marketing. She has studied in Italy at the Universita di Urbino and at the Universidad de Salamanca in Spain. She is fluent in 3 languages…English, Spanish and Italian.