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Dylan transitioned to the financial services profession in 2014, prior to joining Ross Financial he served as a financial advisor with a not-for-profit organization in Seattle and Wells Fargo Advisors. He currently holds FINRA Series 7 and Series 66 License, in addition to his Life, Health, and Long-term Care Insurance Licenses.
Dylan is a Washington native; he grew up working in the construction industry for C.O. Simons Construction. He is an avid hiker in the summer and skier in the winter. Out of his many hobbies, his favorite is woodworking. His passion is in creating, so whether he’s crafting a financial plan or a cedar strip canoe, he is always working to create value. He also founded Little Grandma’s Kitchen in Kirkland where they serve the best breakfast burritos in the state. He lives in Mill Creek with his dog Rocko.
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Matthew Ross has been named 2024 Forbes Best-In-State Wealth Advisors, developed by Shook Research, is based on the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024. 42,108 nominations were received, and 8,500 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://bit.ly/43DMgjX. Please see https://www.forbes.com/best-in-state-wealth-advisors for more info.
The 2023 AdvisorHub 200 Fast Growing Advisors to Watch ranking is based on an algorithm of criteria, focused on three key areas: Quality of Practice, Year-Over-Year Growth, and Professionalism & Character. The rankings weigh the scores in Quality and Growth more heavily than other areas. Time period upon which the rating is based is from 1/1/2021 to 12/31/2022 and was released on 6/20/2023. Advisors considered have a minimum of seven years’ experience, a clean regulatory record with 2 or fewer complaints and no significant judgements, must have been with their current firm for at least two years and in good standing, and have at least $100 million in assets under management. Out of 1,246 total nominations received, 200 advisors received the award. This ranking is not based in any way on the individual’s abilities regarding providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with AdvisorHub.
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