Howard Ross JD, MBA, CFP, CLU, ChFC

Certified Financial Planner

Phone: 516 358 3861
Fax: 516 358 3798
E-mail: howard.ross@axa-advisors.com

Mr. Ross joined AXA Advisors, LLC in February of 1985, as the Long Island Region’s Chief Retirement and Estate Planning Specialist.

In this capacity, and as a CERTIFIED FINANCIAL PLANNER TM professional with a background in public accounting and law, he assisted in the development of programs that help provide in-depth analyses of retirement and estate needs as well as asset and risk management.

Outside of his role as an AXA Advisors financial professional, Mr. Ross also maintains an independent active personal income tax preparation service and independent legal practice concentrating on trusts, wills, and elder law issues.

In 1971, Mr. Ross received his B.A. in Accounting (cum laude) from Baruch College, and went on to graduate from St. John’s School of Law in 1975, and was admitted to practice law in New York in 1976. He completed his M.B.A. in Finance from Baruch College in 1982 and, in 1995, he became a Certified Public Accountant (CPA). Mr. Ross is a member of the New York State and Nassau County Bar Associations, The Financial Planning Association, The National Association of Insurance and Financial Advisors and The National Society of Accountants.

Howard is also a well-known lecturer, having been quoted in many prominent publications such as Newsday and Ladies Home Journal.

AXA Advisors does not provide tax or legal advice. Please consult your tax and/or legal advisors regarding your particular circumstances