Financial Advisors
Mt Pleasant, SC
Ross K Evans, AAMS®, is a financial advisor at Edward Jones in Mt. Pleasant specializing in retirement planning, wealth strategies, and portfolio management. He works with clients seeking comprehensive financial guidance, including retirement savings and income strategies, portfolio reviews, and sustainable investing options. Ross is accepting new clients with $250,000+ to invest and offers personalized consultations to help clients develop their financial roadmap.
Ideal for: Pre-retirees and retirees, High-net-worth individuals, Those seeking comprehensive portfolio reviews, Clients interested in sustainable investing
Service area: Mt. Pleasant, South Carolina and surrounding areas
AAMS® Certified Specialist: Ross holds the Accredited Asset Management Specialist (AAMS®) credential, demonstrating advanced training in asset management and financial planning strategies.
Comprehensive Focus Areas: Offers specialized services in retirement planning, portfolio reviews, wealth strategies, and sustainable investing to address diverse client financial goals.
Edward Jones Backing: Part of Edward Jones, a well-established financial services firm with robust resources and support for client wealth management.
Address: 966 Houston Northcutt Blvd J, Mt Pleasant, SC 29464
Phone: (843) 881-3697
Website: edwardjones.com
Looking for more options?
See more Financial Advisors in Mount Pleasant →