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Zac Ross, Financial Advisor

FINANCIAL ADVISOR
Zac Ross

CFP®
364 N L Rogers Wells Blvd, Glasgow, KY 42141opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Intergenerational Planning
  • Portfolio Reviews

About Zac

Our office leads a unique group of families, simplifying what can be a complex financial landscape, to be tax and cost efficient. Our office uses a top-down approach, first focusing on your goals and financial strategy as a whole. We then do a deep dive into certain pillars of your financial strategy of the following areas:

1) Investment Management
2) Tax Efficient Strategies
3) Estate Considerations
4) Wealth Strategies
5) Charitable Planning

Having confidence in your financial future is a phone call away (270) 261-5483.

I like to spend time with my wife, Emily, and our 2-year-old son, James, when I'm not at work. Additionally, I...

Work History

  • Edward JonesFebruary 2017 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Western Kentucky UnivBachelor of Science

Personal Interests

  • Spending Time with Family
  • Hunting
  • Golfing

Team Members

  • Michelle Bryant
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(270) 261-5483

Fax

(888) 827-3958

Office Address

364 N L Rogers Wells Blvd
Glasgow, KY 42141opens in a new window

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