Ross Kirwan, CFP^®, MBA

Wealth Advisor | Director of Business Development

704-733-6897
Ross.Kirwan@CarnegiePW.com

After serving Financial Advisors and their clients for the past 17 years in the investment management arena, Ross has transitioned to begin partnering with individuals and business owners to help support their finance-related needs and goals. Ross decided to make the transition to advisor to further deliver on his personal goals of helping people navigate financial complexities with a valued partner, after witnessing the needs of his own family during the unexpected loss of a parent.

After receiving his bachelor’s in Business Administration from Valdosta State University, and his MBA from the University of Georgia, Ross supported financial advisors with portfolio construction support and macro-economy outlooks. Prior to being an Advisor at Carnegie, he most recently spent time with Prudential/PGIM Investments and Bank of New York Mellon/Dreyfus Investments. In addition, Ross is a CERTIFIED FINANCIAL PLANNER® . 

Ross has two children with his wife, Courtney. When he finds free-time away from being involved in his kid’s activities, he enjoys hiking, mountain biking and rooting on the Dawgs and the Atlanta Braves!

Ross and his family enjoy supporting causes that are close to their hearts such as Hope 2 Africa, West Blvd. Ministry, Gift of Adoption and A Better World. Ross serves as an elder at Forest Hill Church and serves on the board at The Bridge Foundation.