Ross McCorquodale, Financial Advisor

Focus Areas

  • Retirement savings strategies
  • Retirement income strategies
  • Business retirement plans
  • Intergenerational planning
  • Estate and legacy strategies
  • Wealth protection strategies

About Ross

As an Edward Jones financial advisor, I believe it’s important to invest extra time to completely understand where you are and what you’re working toward before we invest your money. It's important to understand the level of risk you're comfortable in accepting so we can balance that comfort level with the steps necessary to reach your short- and long-term goals.

Whether you're planning for retirement, saving for children/grandchildren's education expenses, or just trying to protect the financial future of your loved ones, we work together to develop specific strategies to help achieve those goals. We monitor your progress regularly to ensure...

Work History

  • Edward JonesJuly 2013 to Current

Personal Interests

  • Hockey
  • Golfing
  • Snowboarding
  • Traveling
  • Hiking

Team Members

  • Brandi Lizama
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 06:00PM
Tue 08:30AM - 06:00PM
Wed 08:30AM - 06:00PM
Thu 08:30AM - 06:00PM
Fri 08:30AM - 06:00PM
Sat By Appointment Only
Sun By Appointment Only

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

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Setting your path

We use an established process to help you reach your goals.

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