Edward Jones - Financial Advisor: Dave Ross

Apr 2022

Dave has the utmost integrity and is the most honest and ethical financial advisor I have ever come in contact with. I have a relative that has early onset dementia that approached Dave to have him manage her investments. Dave noticed the cognitive issues and notified me and didn't want to take advantage of her. I was so impressed with his honesty and selflessness, as others would've just tried to make the sale. He is truly a rare person, and a cut above other financial advisors in terms of his ethics. Really can't say enough good things about him.

Feb 2022

I called 9 brokers in my town, Dave is the only one who still does all of the portfolio management himself, everybody else has a different department that does the actual investing. I want my broker to be hands-on, and I want a “one stop shop”, so I’m consolidating all of my accounts into one IRA with Dave.

Feb 2022

If it was possible to give greater than 5 stars we would give them to Dave Ross. Both Sharon’s Mom and my Dad used Edward Jones and were both very happy to have Edward Jones handle their investments. About 20 years ago nearing retirement, Sharon and I felt we needed to seek out professional advice. Based on both historic parental positive feelings towards Edward Jones and the most fantastic piece of luck we discovered and hooked up with Dave Ross. Over a period of 20ish years Dave has offered us incredible advice, professionally managed our portfolio and steered us through some incredibly awful periods in the market. Today, he is both our financial advisor and a person...read full review