John Mark Ross
2801 Brooks Street
Missoula, MT 59801
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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
Insurance Protection Planning
Retirement Plan Distribution Planning
Executive Compensation Planning
Business Succession Planning
Charitable Gifting Strategies
Goals Based Wealth Management
Primary Office2801 Brooks Street
Missoula, MT 59801
Secondary Office1265 N 1st St
Hamilton, MT 59840
Secondary Office301 Main St
Shelby, MT 59474
Secondary Office1304 Front St
Fort Benton, MT 59442
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.