Edward Jones - Ross Morel

About Us

I help families in the community to make financial decisions that ultimately lead to financial health and wellness.

Throughout my career, I have enjoyed many opportunities to help people. As a pharmacist, I spent 20 years helping patients to understand, administer, and afford their medications. From owning a retail pharmacy to working in a specialty pharmacy, the opportunity to help patients was a continuous theme.

As a Financial Advisor at Edward Jones, helping people remains at the forefront. Instead of medications, I am helping people to understand and achieve financial wellness. My goal is to get to know my clients and to learn what is most important to them. Only then can I apply my established process to help the client with financial wellness. Working toward financial health and wellness is an ongoing process, and I am partnering with my clients to ensure that we stay on track.

How do you know that you even need a Financial Advisor?

Interested in becoming work optional (retiring)?
Changed jobs and not sure what to do with that old 401K?
Do you know that you need to have emergency savings, but just haven't started?
Concerned about saving for your kids' education?
Guessing when to buy and sell investments in a self-service brokerage account?
Not sure how to protect your income in case of an unexpected event?

If any of the above situations resonate with you, consulting a Financial Advisor may be beneficial to you. Why leave your financial health to chance, when you can partner with a professional that cares about what is most important to you.