Brandon Ross was raised in a financial environment, displayed an uncommon mathematical talent at an early age and has since used those intellectual assets to help people resolve one of our primary life anxieties... retirement. "I enjoy being part of the financial services industry because it truly is a process of anxiety release through life resolution," Brandon says. "That's the real crux of building lifelong financial plans for families and individuals." Brandon is listed twice in Forbes Magazine (Jan/08 and March/08) as one of the Ten Most Dependable Wealth Managers in the Rocky Mountain Region and in Texas. Peak Capital was also recently featured on Fox Business News, CNBC and the Bravo network with the Alexander Haig 21st Century Business Report program. Now supervisor to a growing staff of investment consultants in Dallas, Houston and San Antonio - under the aegis of Peak Capital Investment Services, and LPL Financial, the nation's largest independent investment securities advisory firm** - Brandon's grasp of the financial world comes with a 'degree' of depth: He received his Bachelor of Science degree in Finance at Oklahoma State University, where he was invited to join, Beta Alpha Psi, an elite fraternity of Honors business students. From there he became a key investment-performance researcher for stalwart Dallas broker-dealer H.D. Vest/Wells Fargo, moving on to become a successful San Diego-based Independent Financial Advisor for FSC Securities. During that period, before moving up to Peak Capital, Brandon worked extensively with telecommunications workers and managers in Southern California, guiding successful retirement portfolios for people at SBC/ AT&T and GTE/ Verizon.. When Brandon became the Senior Vice-President and Branch Manager of Peak Capital-Texas, he continued strategic financial planning offered through LPL Financial for Fortune 500 employees at Qwest, AT&T, Texas Instruments, Abbott Labs, Lockheed Martin, and Verizon. His specialties: working with pre-retirees seeking to help enhance asset portfolio growth and IRA Rollovers, also income planning and other critical services. Not surprisingly, since opening the Texas office, Peak Capital's asset growth has more than tripled in a four year period. "I specialize in IRA rollover strategies," Brandon says, "and can determine what form of asset allocation is suitable at various stages of retirement. He also excels at portfolio construction." With a large asset base under management, and clients ranging in age from 40 to 70, his considerable experience and expertise comes with an additional asset: this marathon runner and fitness advocate is still relatively young, in his 30s. "When my Baby Boomer clients today reach the end-game scenario in 20 or 30 years, I will be there," Brandon assures, "ready and able to help every step of the way." Brandon is married and has a daughter. He enjoys golf, long-distance marathon running and spending time with his family and friends. Brandon works with clients out of the Colorado and Texas Peak offices. Email Brandon at: brandon.ross@peakcapital.com *Brandon Ross is a fee/commission-based LPL financial planner working with Peak Capital Investment Services of Denver/Dallas, San Antonio, TX. He also holds a Series 7, Series 24, 63, 65 through LPL Financial, he is licensed to sell life and health insurance products, and is a Representative Registered through LPL Financial . **As reported in Financial Planning magazine June 1996-2007, based on total revenues. |
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