John Ross | Financial Advisor | Missoula, MT | U.S. Bancorp Wealth Management

John Mark Ross

Wealth Management Advisor
U.S. Bancorp Investments

406.523.2303

Primary Office
2801 Brooks Street
Missoula, MT 59801

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About Me 

It is my pleasure to serve the financial needs of people in the Great State of Montana. I started in the financial services industry in 2001 and became a Wealth Management Advisor in 2016. I hold a Bachelor of Business Administration degree in finance and a Master of Business Administration degree in management from Texas A&M University in Texarkana, Texas. Arkansas Insurance License Number 7042895. 

I want to make managing your finances as easy as possible for you. As your Wealth Management Advisor, I will partner with a Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.

Outside of work, I spend my time volunteering as a member of the Big Brothers and Big Sisters organization, and as a member of CASA, I am also an active member of my church, the Church of Christ. In my extra free time, I enjoy supporting collegiate sports, music and reading.

Area of Focus

Investment Planning

Insurance Protection Planning

Retirement Plan Distribution Planning

Executive Compensation Planning

Business Succession Planning

Charitable Gifting Strategies

Executive/Trustee Planning

Legacy Planning

Goals Based Wealth Management

My Offices

About U.S. Bancorp Wealth Management

Whether you’re just starting out or have already achieved a certain level of wealth, our Wealth Management team can help you find ways to make your money work as hard as possible to help you work toward your goals. We offer comprehensive wealth management services including retirement and financial planning, investment management, trust and fiduciary services, and private banking from U.S. Bank. We also offer retirement and financial planning, investment management, and brokerage strategies from U.S. Bancorp Investments.