Mindy Ross

Client Concierge

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Why I Do What I Do...

The best part of my job is helping people, and the analysis and problem solving that makes each interaction unique. My work is more personal than transactional, and this is exciting to me.

Every day there is a new opportunity to listen, learn, analyze, and resolve an ever-changing landscape of questions and requests. It is extremely rewarding to be a part of the solution, and so fulfilling to develop new and/or deeper relationships with both clients and co-workers along the way. I love my job!

Life Moments I Cherish the Most

  • bullet The birth of my two children
  • bullet Marrying my best friend
  • bullet Time with extended family (events and vacations throughout the years)
  • bullet Taking my children to Italy, France, Belgium, and Sweden
  • bullet Vacationing in Portugal with family as a child
  • bullet Attending and graduating from Carnegie Mellon University
  • bullet Card clubs, Bunco groups, ski trips, lake vacations, boating excursions, and birthday celebrations with my amazing neighbors and friends

Second Opinion Partners Role

Mindy is an Operations Associate focusing on Service. She facilitates specialty requests and more to ensure the Ultimate Client Experience.

Educational Background

Mindy attended Carnegie Mellon University where she graduated with University Honors in 1990 with a degree in Managerial Economics.

Mindy holds FINRA Series 6 and 65 licenses and is a Financial Paraplanner Qualified Professional.

Second Opinion Partners