Jason G. Ross, CFP®, CRPC®, AIF®

Director Financial Advisor Private Client Group Truist Investment Services, Inc.

Hi, my name is Jason Ross and I'm a financial advisor with Truist Wealth. I live and work in Evans, Georgia, and have been helping clients all over the central Savannah River area for more than 18 years. And while Evans is my home, I was born and raised in Tifton, Georgia. When I'm not working with my clients, you can usually find me spending time with my family, cycling or cheering on the Georgia Southern Eagles. Growing up in South Georgia, the importance of prudent financial management was instilled in me from an early age by my parents and grandparents. They taught me the importance of being a responsible steward of the money I had and why it was important to save for a rainy day. Summers, working as a farmhand in 100 degree weather, also taught me the value of a dollar and made me less likely to be frivolous with the dollar I'd sweated so hard for. As a certified financial planner and accredited investment fiduciary professional, I work to provide individuals, families and institutions with a comprehensive plan that identifies the concerns that they have about the future and works to address those concerns through prudent financial guidance and management. This process starts with an in-depth consultation where we review your current financial situation, and discuss your goals and objectives, along with your concerns, for both the short term, and the long term. Using the information we discussed, I'll give you an unbiased opinion regarding your current situation, as well as some actions and strategies that I'd recommend for a better probability to meet your financial objectives. In the end, my goal is to provide you with a sense of clarity, confidence and comfort around your fiscal future. I believe that we're not just looking for a solution today, but for the next 15 to 30 years. And while the world may change over that time with regular updates to your plan, we can work to put you in a better position to face those changes head on. Thank you for your time. And most importantly, thank you for the opportunity to help you meet your goals.