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OUR STORY

We share a fascination with financial markets and a passion for making them work for our clients. Main Street's answer to the increasingly diluted, one-size-fits-all Wall Street model, is delivering a simple, nimble, multi-faceted approach with a high-touch. We are keenly attuned to the needs and expectations of our clients, who are busy building businesses, managing families, and leading their communities.

Jeff Ross graduated from University of Chicago Law School and channeled his competitive drive into the financial markets at Merrill Lynch. His dedication to delivering high-caliber service to sophisticated clients grew during his years running the Lehman Brothers Wealth Management Division in Chicago. After more than 30 years at Lehman Brothers, Jeff partnered with long-time friend, Wayne Carr, to re-envision wealth management.


Wayne Carr served in Vietnam and continued his commitment to service and the pursuit of excellence in institutional finance.  His dedication to his clientele culminated in his tenure as Managing Director at Credit Suisse and carries over to Main Street's clientele.


Alex Ross, a CERTIFIED FINANCIAL PLANNER™, grew up picking stocks with his father, and his attraction to global markets took him to China for five years. With an MBA from Duke University coupled with strategy work at PwC, Alex built a career in financial analysis and planning in Wealth Management at Credit Suisse.

Please Note: The scope of any financial planning and/or consulting services provided depends upon the needs of the client and the terms of the engagement. Main Street Investment Advisors, LLC. does not serve as an attorney or accountant. Accordingly, Main Street Investment Advisors, LLC. does not prepare estate planning documents or tax returns.

IMPORTANT INFORMATION: This site has been prepared solely for information purposes is not intended to be construed by any consumer and/or prospective client as a solicitation, offer or sale of securities products or investment advisory services over the Internet..
Main Street Investment Advisors, LLC is Registered as Investment Advisers with the U.S. Securities and Exchange Commission. Main Street Investment Advisors, LLC. may only transact business in a particular state if first registered and only after complying with registration requirements.


Please review Important Disclosure Information set forth in the first section of this web site.

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