Let's move forward. Together.

Kyle Ross

Senior Vice President–Wealth Management

Financial Advisor

Kyle is a Financial Advisor and Senior Vice President-Wealth Management with UBS Financial Services Inc. Kyle’s objective is to assist clients in developing personal financial plans by helping them, organize, grow and preserve their wealth. He is committed to developing and maintaining long-term relationships, while in pursuit of excellence and utilizing the highest ethical standards. In his over 15 years in the financial services industry, he has developed extensive experience in the areas of investment strategies, retirement planning, education funding, and estate conservation and analysis.

Prior to joining UBS Kyle was a Financial Consultant at Fidelity investments for 13 years in New Haven CT. While at Fidelity, he was responsible for financial planning and portfolio management of over 400 high net worth families and businesses.

Kyle lives in East Rock, New Haven. He is a graduate of SCSU where he studied business management and economics. In his free time, he sails his sailboat out of Morris Cove, plays golf and skis in the winter.

Registered States:
  • AZ
  • CA
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • IN
  • MA
  • MD
  • ME
  • MN
  • NC
  • NH
  • NJ
  • NY
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • VA
  • VT
  • WI
265 Church St
4th + 6th Floors
New Haven, CT 06510
  • (203) 498-3333

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Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

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