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Thomas Ross
Business Name:
Edward Jones
Business Description:
Apply with the utmost commitment the knowledge and expertise acquired throughout a career as an advisor, institutional senior portfolio manager, group chief investment officer, and educator to partner with individuals, their families, and businesses to generate and preserve wealth in order to achieve financial goals.
How Business Creates Value:
At Edward Jones we work together to achieve what's most important to you by using an established process to build personalized strategies to help you achieve your goals.
How Member Creates Value:
I partner with you to not only understand what's important to you but develop, monitor, and review financial strategies to help you reach your unique goals.. Years of experience as an institutional money manager, coupled with enormous dedication to clients and the resources of Edward Jones, focus exclusively on your goals.

Skills

  • Portfolio Construction and Review
  • Wealth Strategies
  • College Savings
  • Estate and Legacy Strategies
  • Retirement Strategies
  • Life Insurance and Annuities

Credentials

  • Master of International Management

Experience

  • Money Management (Allianz Global Investors)
  • Educational Instruction (University of Bamberg, Germany)
  • Financial Advisor (Edward Jones)

Languages

  • English, German