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Tom Ross
Senior Vice President, Financial Advisor
256-980-1451
Focus
My method is based on taking a full balance sheet approach to understanding my clients' unique financial circumstances. I work closely with each client to develop customized, comprehensive financial strategies tailored to their individual financial goals. I aim to develop the appropriate portfolio construction for every client, with risk management and wealth preservation being the two key pillars.
Background
I grew up in Florence, Alabama and attended the University of North Alabama on a golf scholarship, graduating in 1980 with an BA degree. I stay active within the community serving on several charitable organization boards.
Education
- University of North Alabama
Previous Career Experience
- A.G. Edwards and Sons – Financial advisor
- Wells Fargo Advisors – Branch manager
Away from the Office
I currently sit as a member of the University of North Alabama Foundation board. My wife, Claudia Vance, and I have 4 children and a cherished dog named Poppy. We enjoy spending our free time together traveling.