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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.
Financial Advisor
Before joining UBS in 2017, Ross spent five years as a financial services wholesaler with Jackson National Life in Nashville, Tennessee. During his time with Jackson, Ross had the opportunity to work with financial professionals and their clients all across the country. Through these interactions, he came to understand the huge impact that a qualified, trustworthy financial professional can have on his or her clients' financial well-being. This inspired Ross to earn the CERTIFIED FINANCIAL PLANNER™ designation, and pursue a career that would enable him to work directly with clients.
Ross' experience and education as a CFP® professional uniquely qualify him to help clients with estate planning, insurance needs analysis, college education funding, and retirement income planning. One of Ross' roles as part of The Goth / Heare Wealth Management Group is to engage with clients to develop holistic plans specifically tailored to address their personal and professional financial goals, and to ensure that all of their assets are working together toward the goals they've set. In 2017, Ross returned to establish his home in Beaumont, Texas with his wife, Allison, and their newborn twins: Mary McLeod & Charles Taylor.
Education
Credentials
Financial Advisor
Before joining UBS in 2017, Ross spent five years as a financial services wholesaler with Jackson National Life in Nashville, Tennessee. During his time with Jackson, Ross had the opportunity to work with financial professionals and their clients all across the country. Through these interactions, he came to understand the huge impact that a qualified, trustworthy financial professional can have on his or her clients' financial well-being. This inspired Ross to earn the CERTIFIED FINANCIAL PLANNER™ designation, and pursue a career that would enable him to work directly with clients.
Ross' experience and education as a CFP® professional uniquely qualify him to help clients with estate planning, insurance needs analysis, college education funding, and retirement income planning. One of Ross' roles as part of The Goth / Heare Wealth Management Group is to engage with clients to develop holistic plans specifically tailored to address their personal and professional financial goals, and to ensure that all of their assets are working together toward the goals they've set. In 2017, Ross returned to establish his home in Beaumont, Texas with his wife, Allison, and their newborn twins: Mary McLeod & Charles Taylor.
Education
Credentials
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
