John "Mark" Ross

John "Mark" Ross

Senior Vice President, Financial Advisor

For more than two decades, Mark has diligently served as a financial consultant to individuals, families, and businesses. In addition to creating customized goal-oriented financial plans, Mark also seeks to empower his clients with the requisite knowledge and confidence to guide them towards pursuing their financial goals.

The process starts by actively listening to you, the client, to understand your financial history, needs, and goals. Mark will then study and analyze the information you shared to make recommendations on investment strategies that are in alignment with your investment objective and risk tolerance. After presenting and explaining his findings and agreeing on a plan and path forward, Mark and his team will execute the strategy. During your ongoing partnership, Mark can revaluate and make any necessary adjustments to reflect the market and any material changes in your life.

Mark graduated with a Bachelor’s and Master’s Degree from Texas A&M University and holds the Series 7, 24, and 66 securities licenses with LPL Financial.

Originally from Arkansas, Mark is still an avid Razorback fan (Pig Sooie!) and now resides in Bozeman, Montana. He is an active member of his community and proudly serves as a CASA Advocate, Boy Scout Leader, and volunteer with Habitat for Humanity. Mark also enjoys old pick-up trucks, traveling to warm-weather destinations, watching collegiate sports, and spending time with his son, an accomplished musician and student at Abilene Christian University.

Mark takes pride in his affiliation with LPL Financial, the largest independent broker/dealer in the nation*. LPL does not offer proprietary investment products or engage in investment banking activities, which means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.

Whether you are planning for retirement, saving for college, or seeking to preserve your wealth, Mark would be honored to help you on your financial journey.

To contact Mark on his personal cell, reach out to (903) 277-2262 .

*As reported by Financial Planning magazine, June 1996-2021, based on total revenue.