Ross A. Kasner, CLU

Ross A. Kasner, CLU

PLANNING SPECIALIST
WEALTH ADVISORY GROUP

Locations:

Phone: 312.933.9299
Fax: 214.210.5998

Administrative Office:

1445 Ross Avenue, Suite 4600
Dallas, Texas 75202

Ross A. Kasner is a specialist in the design and implementation of advanced planning strategies for families of significant wealth, entrepreneurs and professionals. Ross partners with Financial Advisors and other financial professionals to provide customized advanced planning solutions to meet the unique needs of high net worth, and ultra-high net worth clients.

Ross helps these advisors and their clients establish, fund and leverage sophisticated multi-generational planning strategies which help to address the wealth protection and transfer needs of these unique clients.

Professional Highlights

Ross is a 24-year veteran in multiple aspects of the financial services industry. He specializes in estate, wealth, charitable, business succession and executive compensation planning for high net worth and ultra-high net worth families, business owners, and senior executives with estates ranging from $7 million to $2 billion.

Previous Experience

Northwestern Mutual Financial Network 24 years in a variety of roles including Wealth Management Advisor, Financial Representative. Responsible for implementation of advanced planning concepts utilizing tax qualified and non-qualified retirement plans, trusts, executive compensation, life insurance and active asset management. Achieved “Forum” level six consecutive years, placing in the top 3% for sales achievement. Life member of Million Dollar Round table – top 3% in insurance and financial services.

Education | Designations | Licenses

Bachelor of Arts degree in Economics from the University of Wisconsin, Madison Download Specialist Bio