Our Team
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Hubert A. Ross 850-502-2440 Hubert A. Ross is the founder and President of Polaris Wealth Management LLC. His firm specializes in comprehensive planning and wealth management for affluent individuals and families. He serves as a trusted advisor and financial...
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Carol Lee Libell 850-502-2440 Carol Lee Libell is proud to hold the position of Client Services Assistant at Polaris Wealth Management. She is responsible for delivering exceptional client service, from first contact to ongoing support. Carol Lee prides herself in anticipating client needs, solving problems, and exceeding client expectations.
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Private Advisor Group As members of Private Advisor Group, a network of experienced financial advisors from across the country, we receive comprehensive service, vigilant risk management in the form of compliance and supervisory oversight, practice management...
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LPL Financial Thoughtful, balanced financial guidance is a fundamental need for everyone. We provide advisors and financial institutions the tools they need to develop meaningful, long-term client relationships. Our dedicated Institution Services division focuses exclusively on the needs of financial institutions and their diverse clients.
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