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Ross H. Eagles

CFP®

Client Relationship Manager

About Ross H. Eagles

Ross joined Heritage Financial Consultants in 2012, supporting the office of Robert H. Ellrich. He prepares annual and bi-annual financial reviews, builds portfolios, analyzes retirement income scenarios, and interacts frequently with clients. Ross graduated with a B.S. in Economics from Towson University.

Certifications

 

  • CERTIFIED FINANCIAL PLANNER practitioner 
  • Series 7 and 66 registered
  • Life and Health insurance licensed
  • Licensed General Securities Representative
Education

 

  • B.S., Towson University 
Community Involvement

 

  • Financial Planning Association of Maryland 

 

Ross Eagles maintains his CFP certification and only provides financial planning management services to LFA financial planners and professionals. He is not currently licensed to provide investment advisory or financial planning services directly to an LFA client.

CRN-5497716-030623

307 International Circle, Suite 390 Hunt Valley, MD 21030