Elizabeth Jane Ross, CIMA®
Senior Vice President, Wealth Management, Financial Advisor, Family Wealth Advisor, International Client Advisor
Direct: (+1(432)246-4294)
MY MISSION STATEMENT
Expertise, knowledge, and personalized support to help you achieve your aspirations and reach your full potential.
My Story and Services
My goal is to thoroughly understand your financial needs and then align the resources to help you meet or exceed them. I can help you evaluate near-term concerns and plan for long-term goals, be a sounding board for investment ideas, assist you in developing and executing a strategy that is precisely your own and helps you meet your needs.
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Services Include
- Wealth Management
- Retirement Planning
- Business Planning
- 401(k) Rollovers
- Trust Services
- Sustainable Investing
- 529 Plans
- Corporate Retirement Plans
Securities Agent: DC, WI, WA, VT, VA, UT, TX, TN, SC, RI, OH, NY, NJ, NC, MI, MD, MA, LA, KY, KS, GA, FL, CO, CA, AZ, OR; General Securities Representative; Investment Advisor Representative NMLS#: 841426
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck*
Cryptocurrency
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- Wealth Accumulation Plans
- Financial Independence
- Diversification
- Passive Income Generation
- Global Accessibility
BITCOIN AND FINANCIAL FREEDOM: UNLOCKING THE POTENTIAL OF CRYPTOCURRENCY
Introduction: In the ever-evolving landscape of finance, cryptocurrency has emerged as a disruptive force with the potential to revolutionize the concept of financial freedom. Bitcoin, the pioneering cryptocurrency, has garnered significant attention as a means to achieve financial independence. In this article, we will explore the concept of cryptocurrency, with a specific focus on Bitcoin, ...
Forex Trade
Provides an opportunity to break free from the limitations of traditional employment and achieve financial independence.
- Capital Growth
- Wealth Accumulation Plans
- Portfolio Diversification
- Passive Income Generation
- Global Market Exposure
- Lifestyle Flexibility
UNVEILING THE SECRETS OF FOREX TRADING HARNESSING MARKET TRENDS FOR PROFITABILITY
Introduction: “Forex trading holds the promise of financial freedom, where astute traders navigate market trends to unlock a world of profit-making opportunities.” – Unknown In the vast landscape of financial markets, the forex market stands out as a dynamic and captivating arena for individuals seeking to grow their wealth. With its immense liquidity, global accessibility, ...
Advisor Brokerage Details
- Average Assets Under Management
- $49 Billion
- Average Account Size
- $5 million
- Total Number of Accounts
- 821,000
Ready to start a conversation? Contact Elizabeth Ross today.
Frequently asked questions
Testimonial
Client's Review
Elizabeth Ross took the time to understand my unique financial needs and crafted a personalized wealth management plan that perfectly aligns with my long-term goals.
Elizabeth Ross truly understands my investment objectives and has consistently offered insightful financial advice. Her professionalism has had a remarkable effect on my portfolio's growth.
Elizabeth Ross's depth of knowledge in wealth management is unmatched. Her guidance has been pivotal in helping me grow and safeguard my investments.
I can't recommend Elizabeth Ross enough for business planning. Her strategic approach helped me optimize my finances, leading to increased profits and business growth.
Elizabeth Ross's advice has given me complete confidence in my financial future. She helped me create a diversified portfolio and provided smart tax-saving strategies.
Thanks to Elizabeth Ross's financial wellness program, I’ve eliminated my debt and gained better control over my finances. Her advice has transformed my financial outlook.
Elizabeth Ross’s expert advice has been instrumental in expanding my wealth. Her recommendations are always on point, and I’ve seen consistent financial growth under her guidance.
Elizabeth Ross’s portfolio management skills are exceptional. Her insights have helped me make informed decisions, and I trust her completely with my financial strategy.
Elizabeth Ross has been a trusted advisor, guiding me through complex financial decisions with clarity. Her support has been key in achieving my financial milestones.