As an Edward Jones financial advisor, I believe it’s important to invest my time in understanding what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family.
I'm driven by connecting your passions, and values, to your long-term wealth strategy. My ultimate goal is to help others live an inspired life by deeply understanding the "why" behind what clients are focused on achieving.
I've earned the CRPC™, AAMS™, CRPS™ and ABFP™ professional designations through the College for Financial Planning.
My branch office administrator, Joy Loftis, has many years of experience assisting clients and she is dedicated to providing you with the highest level of service possible.
I completed the Stanford University Executive Education certificate course titled "Leverage Diversity and Inclusion for Organizational Excellence". I strongly believe diversity in thought leads to innovative solutions.
I live in west Fort Worth with my wife of 16 years and our two young sons. In my free time, I enjoy spending time outdoors, photography, collecting fine art, woodworking and competing in trap and skeet.
- Wealth Strategies
- Portfolio Reviews
- Retirement Income Strategies
- Divorce Finances
- Estate & Legacy Strategies
- Charitable Giving
My Personal Interests
- Art Collecting
- Outdoor Enthusiast
Phone NumberRoss Perez at (817) 367-0105
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 03:00PM|
|Sat||By Appointment Only|
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