Work History
Edward Jones
Edward JonesNovember 2013 to Current
FINANCIAL ADVISOR
Keith W Ross
CFP®, ChFC®, AAMS™
6751 SE Thiessen Road Suite D, Milwaukie, OR 97267opens in a new window
Focus Areas
- Values and Faith Based Investing
- Retirement Income Strategies
- Estate & Legacy Strategies
- Charitable Giving
- Employee Stock Options
- Wealth Strategies
About Keith
Pursuing my passion for investing and financial strategies led me to discover my true calling to help others live on purpose with confidence and clarity while navigating an ever-changing economy and life's uncertainties.
WHAT I DO – I deliver personalized planning, coaching and financial solutions to help you live your best life, enable changed thinking and actions as financial stewards, and align your resources with your values.
WHY I DO IT – My aim is to help you to live a FULFILLED life by:
Freely and confidently choosing the path to maximize your return on life - now and eternally
Understanding where you...
WHAT I DO – I deliver personalized planning, coaching and financial solutions to help you live your best life, enable changed thinking and actions as financial stewards, and align your resources with your values.
WHY I DO IT – My aim is to help you to live a FULFILLED life by:
Freely and confidently choosing the path to maximize your return on life - now and eternally
Understanding where you...
Work History
Edward Jones
Edward JonesNovember 2013 to Current
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™ChFC®
Chartered Financial Consultant®AAMS™
Accredited Asset Management Specialist™
Education
Nazareth College-Kalamazoo
Nazareth College-KalamazooBachelor of Business Admin
Education
Nazareth College-Kalamazoo
Nazareth College-KalamazooBachelor of Business Admin
Personal Interests
- Traveling
- Culinary Arts
- Art & Theater
- Community Outreach
- Spending Time with Family
Team Members
Lela QuirozSr. Branch Office Administrator
Send Me a Message
* Required fieldSend Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 07:00AM - 05:00PM |
| Mon | 07:00AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Wed | 07:00AM - 05:00PM |
| Wed | 07:00AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Fri | 07:00AM - 03:00PM |
| Fri | 07:00AM - 03:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 07:00AM - 05:00PM |
| Mon | 07:00AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Wed | 07:00AM - 05:00PM |
| Wed | 07:00AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Fri | 07:00AM - 03:00PM |
| Fri | 07:00AM - 03:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Location
MilwaukieFor information about how Edward Jones uses and protects your data, visit our Privacy and Security page:
https://www.edwardjones.com/us-en/privacy
Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.
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