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portrait of Ross Perez
FINANCIAL ADVISOR

Ross Perez

ABFP™, AAMS™, CRPC™, CRPS™
9501 Clifford Road, Suite D, Ft Worth, TX 76108opens in a new window
CallSend Me a Message

About Ross

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...

Focus Areas

  • Wealth Strategies
  • Portfolio Reviews
  • Retirement Income Strategies
  • Divorce Finances
  • Estate & Legacy Strategies
  • Charitable Giving

Work History

  • Edward JonesJanuary 2010 to Current

Certifications

  • ABFP™

    Accredited Behavioral Finance Professional™

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

  • CRPS™

    Chartered Retirement Plans Specialist™

Education

  • Texas State UnivBachelor of Science

Personal Interests

  • Architecture
  • Art Collecting
  • Cycling
  • Hiking
  • Outdoor Enthusiast

Team Members

  • Joy Loftis
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
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
Sun Closed

Phone

(817) 367-0105

Fax

(877) 420-8874

Office Address

9501 Clifford Road
Suite D
Ft Worth, TX 76108opens in a new window

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