At a glance
- The firm said Cross will work with clients on investment strategy, financial planning and long-term wealth objectives, with a particular focus on multi-generational planning.
- Cross brings nearly 30 years of experience in financial services, investment management and private wealth advisory, according to the announcement.
- Cross holds the Accredited Investment Fiduciary designation.
Ballast Rock Private Wealth said on Oct. 15 that Deann Cross joined the Charleston, South Carolina, RIA as a senior wealth advisor. The firm said Cross will work with clients on investment strategy, financial planning and long-term wealth objectives, with a particular focus on multi-generational planning.
Ballast Rock Private Wealth reported $406 million in regulatory assets across 642 accounts and nine employees as of Oct. 10, according to PWD's records. That works out to roughly $632,000 per account.
Cross brings nearly 30 years of experience in financial services, investment management and private wealth advisory, according to the announcement. She previously held leadership and advisory roles at another independent advisory firm. The release does not name that firm and does not say whether Cross brought client accounts with her.
"Deann brings the combination of investment expertise, planning experience and client perspective that is central to how we serve clients at Ballast Rock Private Wealth," CEO Andrew Mescon said in the release. He added that her focus on business owner support, guiding families through generational wealth transfer and mentoring the next generation of advisors will be part of the firm's continued growth.
Cross holds the Accredited Investment Fiduciary designation.
Reported by the Moves desk from GlobeNewswire — Finance and PWD entity records: Ballast Rock Private Wealth (2026-10-10). Published . Corrections