As an Edward Jones financial advisor, I believe it's important to understand what is important to you, your goals, and to understand the level of risk you are comfortable with when it comes to investing. I then use an established process to build personalized strategies to help you achieve your goals - whether they are planning for your retirement, saving for college educations or just trying to protect the financial future of the ones you love. We will partner together throughout your lifetime to help keep you on track. If the need arises, I am happy to collaborate with your CPA, attorney or other trusted professionals, depending on your personal situation. Throughout it all, I'm dedicated to providing you top-notch service.
I was born and raised in York County. Many remember my grandfather, the original Phil Gross, and his car dealership in Red Lion. I am trying to follow in his footsteps by giving back to my community via work and volunteerism. I am a graduate of York College with a major in accounting and a minor in marketing which lead to me starting my career with Edward Jones in 2007. I am a founding member of the York White Rose Lions Club and a former member of the Shiloh Lions Club. In addition to serving my clients, I also mentor and train new financial advisors and have held multiple volunteer regional leadership roles within my firm.
Outside of work, my wife and I spend our time watching our son participate in high-school sports, escaping to our cabin or traveling the world. When I can carve out additional free time, you will find me working on household projects, cooking or rooting for Penn State and the 49ers.
I cannot stress enough that at Edward Jones, we are focused on you. I am supported by advanced technology and research that is second to none. I am here to provide the answers to your questions, so you can make informed, financially sound decisions. Please contact me to discuss your situation and options.
Focus areas
- Retirement Savings Strategies
- Estate & Legacy Strategies
- College Savings
- Retirement Income Strategies
- Intergenerational Planning
- Domestic Partner Finances
Focus Areas
- Retirement Savings Strategies
- Estate & Legacy Strategies
- College Savings
- Retirement Income Strategies
- Intergenerational Planning
- Domestic Partner Finances
My Personal Interests
- Spending Time with Family
- Cooking
- Music
- Sports Enthusiast
- Traveling
Personal Interests
- Spending Time with Family
- Cooking
- Music
- Sports Enthusiast
- Traveling
Office Information
Phone Number
Phil Gross III at (717) 854-7997Branch Team
- Jen McCallister
- Sr. Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Monday | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Tuesday | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Wednesday | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Thursday | 08:00AM - 05:00PM |
Fri | 08:00AM - 05:00PM |
Friday | 08:00AM - 05:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Monday | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Tuesday | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Wednesday | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Thursday | 08:00AM - 05:00PM |
Fri | 08:00AM - 05:00PM |
Friday | 08:00AM - 05:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Additional Hours
- Web Conferencing
Additional Hours
- Web Conferencing
Branch Team
- Jen McCallister
- Sr. Branch Office Administrator
Branch Team
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