Clarity Wealth promotes Laura Ross, CFP, to managing director

NAPLES, Fla. - Jan. 31, 2025 - PRLog -- Clarity Wealth announced the promotion of Laura Ross, CFP, to managing director. Ross, a former client services associate who began her career in the financial services industry 25 years ago, will now grow and develop a team of advisors and manage the client experience.

Clarity Wealth CEO Keith Jacoby hired Ross as his first client services associate after she earned a degree in biotechnology. Despite switching career paths to the financial services industry, Ross quickly advanced in the business, earning her FINRA Series 7 registration in less than six months. She was instrumental in developing the company's proprietary Family Wealth Advantage process. In 2010, Ross also earned her Certified Financial Planner certificate, a rare accomplishment for a client services associate.

"I'm proud of Laura and admire her achievements," said Jacoby. "I wouldn't be where I am today without Laura. She continues to be a great asset to Clarity Wealth and our families."

For more information about Clarity Wealth and its comprehensive financial services, please visit clarity-wealth.com or contact info@clarity-wealth.com.

About Clarity Wealth

Clarity Wealth has built a heritage of managing the assets of affluent families for as many as four generations of wealth. As a family of over 50 financial professionals, Clarity Wealth organizes financial matters into a comprehensive wealth management plan that allows families to think more creatively and confidently about their future while providing financial clarity into their wealth management needs. Clarity Wealth has offices in Naples, Fort Myers and The Villages, Fla., and Pittsburgh, Pa. With clarity comes confidence. For more information, visit clarity-wealth.com.

About Wells Fargo Advisors Financial Network

For more than 20 years, Wells Fargo Advisors Financial Network, the independent contractor business model of Wells Fargo Wealth & Investment Management (WIM), has offered financial advisors more control, flexibility, and growth around business ownership as well as support from one of the nation's largest financial institutions. WIM provides financial products and services through various bank and brokerage affiliates of Wells Fargo & Company.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC, Member SIPC (WFAFN), a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN. PM-07292026-7583133.1.1