Peggy Ross

Manager, Client Relations

Peggy Ross serves as Account Director for ClearPoint Financial and is responsible for plan design as well as the coordination of advisor and participant communications for the firm. She began her retirement plan career with Ceridian Benefits, which later sold the 401(k) division to The Newport Group. While at Ceridian/The Newport Group, Peggy worked in Contributions, Trades and later as a Plan Administrator. After moving to Washington from Florida, Peggy worked for The Standard as an Account Manager before joining ClearPoint Financial in 2010.

Peggy earned an Associate of Science degree in Nursing from Marymount College of Virginia, and later a degree in Accounting from St. Petersburg College. She has also earned the Qualified 401(k) Plan Administrator (QKA) professional designation from the American Society of Pension Professionals and Actuaries (ASPPA).

Peggy resides with her husband in Mill Creek, WA, and they have three grown children.

Contact Peggy Ross

pross@clearpoint401k.com
206.905.8100

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We welcome the opportunity to meet with you to discuss your financial needs. (763) 231-7535 Minneapolis (206) 905-8100 Seattle (503) 236-7200 Portland (925) 258-0079 San Fransisco jmcdonald@channel-financial.com