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Ross J. Hambleton Jr., CFP®

Private Advisor
Team Director of Financial Planning
Managing Director

Email: RHambleton@rockco.com

Phone: (513) 964-5020

Ross joined Rockefeller Capital Management in March 2021 from Merrill Lynch. He is a Private Wealth Advisor, Managing Director, and Team Director of Financial Planning at Hambleton Fieler Wealth Partners. He focuses on working with high-net-worth individuals and their families to understand their financial goals and implement a tailored wealth plan. Ross obtained his Certified Financial Planner (CFP) certification, a designation awarded by the Certified Financial Board of Standards, Inc., and undertakes the financial planning lead role within the team.

Ross began his career in the financial services industry in 1998 after receiving his Bachelor of Science in Business Administration from Miami University in Oxford, Ohio. Early in his career, Ross positioned most of his work on marketing and new business development to help grow the team. As his career has evolved, Ross now serves his clients in areas of his expertise: wealth transfer, retirement income, estate planning, and overall wealth planning.

Ross lives on the western side of Cincinnati in Cleves, Ohio with his wife, Shanna. Ross has four children and a dog named Gus. Ross is proud to participate in numerous charitable organizations, primarily with the Alzheimer’s Association of Greater Cincinnati.