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Ross H. Eagles

CFP®

Planner Assistant

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 (CFP®)
  • FINRA Series 7 and 66 registered
  • Life and Health insurance registered
  • Licensed General Securities Representative
Education
  • B.S., Towson University 
Community Involvement
  • Financial Planning Association of Maryland 

410-771-5696

410-785-0044

307 International Circle, Suite 390 Hunt Valley, MD 21030