Ross Bauer
Founder, COO

In his role as COO, Ross is responsible for overseeing client, advisor and employee success. Ross's focus is on initiatives that are advisor-led and client centric, offering a high level of flexibility, service, and technology. Ross co-founded Merrit Point Wealth Advisors in 2019, where he served as Managing Partner before taking on his current role of COO.

Previous to Merrit Point, Ross worked in investment advisory for Wells Fargo Advisors where he helped build a team focused on wealth management and planning services. Ross has worked across a variety of areas in wealth management including investment advisory, operations, compliance, senior management and business development. He is driven by a passion for business, economics and educating others.

Ross has been a guest lecturer at NYU Stern School of Business, where he educated MBA students on investment strategies and risk management. He has been recognized as one of the AdvisorHub's 2024 Advisors to Watch 150 Advisors over $1Bil and 2024 Forbes Top Next-Gen Wealth Advisors Best-In-State. He resides in Larchmont, New York with his wife Samantha and their daughter Frankie.

2024 AdvisorHub Advisors to Watch: Awarded June 2024; Data compiled by AdvisorHub based on the time period from 12/31/23 - 12/31/23 (Source: AdvisorHub). The AdvisorHub 2024 Advisors to Watch (A2W) rating produced by AdvisorsHub is based on industry experience, assets under management, revenue, growth, compliance records, professionalism, and other criteria. Investment performance is not a criterion. Self-completed survey was used for rating. The rating is not related to the quality of the investment advice and is based solely on the disclosed criteria. A2W winners are then ranked into subcategories based on scale, growth and professionalism with each winner being ranked into only one subcategory. The 150 Advisors over $1Bil ranking is a subcategory of the AdvisorHub 2024 Advisors to Watch rating and does not denote an additional rating. 1987 wealth managers were considered for the rating; 1000 (50.3% percent of candidates) were named 2024 AdvisorHub Advisors to Watch.

2024 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23-3/31/24. (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors Best-In-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for the rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.