Brandon Ross is a Wealth Advisor in the Washington, D.C. office of J.P. Morgan Private Bank. Drawing upon his experience as a trust and estate attorney at several prominent law firms in D.C. and Florida, Brandon designs integrated strategies for estate planning, business succession and wealth transfer. He is skilled at helping clients with their philanthropic interests and guides them on appropriate structures to establish their vision.
Considered a leader within the advisory community, Brandon serves on the board of directors of the Washington, D.C. Estate Planning Council. He has gained national recognition through his writing and speaking about a breadth of estate planning topics, including generation-skipping transfer tax planning, beneficiary designation forms for retirement accounts, gift tax return preparation, insurance planning, decanting and Florida homestead. He won Best Overall Article for Trust & Estate in 2017 and Best Practical Use Article for Trust & Estate in 2016 from the American Bar Association (“ABA”) Section of Real Property, Trust and Estate Law’s Probate & Property magazine.
Brandon was selected for the Dennis I. Belcher Young Leaders Program (2018 to 2020), offered by the American College of Trust and Estate Counsel Foundation. Previously, he was a Fellow with the ABA Section on Real Property, Trust and Estate Law (“RPTE”). Brandon serves as Co-Chair of the Estate and Gift Tax Committee and as Assistant Editor for the eReport for RPTE.
Brandon is a graduate of Cornell University and holds a J.D. from American University’s Washington College of Law. He earned an LL.M. from Georgetown University Law Center’s Graduate Tax Program, and was a member of the first class to receive an Estate Planning Certificate. Over the past few years, he has lectured at Georgetown on various topics for students pursuing the Estate Planning Certificate.
Active in the community, Brandon is an inaugural member of the Smithsonian Professional Advisors Network. He serves as a Class Agent for annual giving at St. Albans School and is a Cornell Alumni Admissions Ambassador.
