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.

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