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Ross Morrow, CFP®
Wealth Manager

Ross helps individuals, families, and business owners define, plan for and achieve their financial objectives. He joined HFS in 2017 after leaving Ayco where he specialized in working with corporate executives. Ross understands his clients' most valuable assets is their time and he helps manage their complicated financial lives. 
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“I've always enjoyed working with clients that have an appreciation for achieving their financial objectives in the most efficient manner possible."

Comprehensive financial planning is the foundation of Ross' background and he leverages his interpersonal skills to educate, advise, and implement solutions for his clients. Ross has a strong ability to identify initiatives and facilitate actions to support his clients' goals and objectives. Ross' true passion is cultivating long term relationships with his clients and their families.
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Personally

Ross and his wife Misty moved to the Dallas area in 2014 from Pittsburgh, PA. Ross is an avid animal lover who volunteers with Operation Kindness, a no kill animal shelter in Carrollton, TX. On weekends, you will find Ross, Misty and their dogs on walking trails or dog parks all over North Texas. Ross also has a deep passion for sports. When he is not watching his beloved Tampa Bay Buccaneers or Florida State Seminoles, you can find him on the ballfield playing softball.
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Education & Accreditations:

  • Bachelor of Science, Finance, Fairmont State University, 2005
  • Masters of Business Administration, Waynesburg University, 2011
  • Currently enrolled in the Certified Financial Planning Program, Florida State University
  • Member of the Financial Planning Association
  • ​Member of the Dallas Estate Planning Council

Career Highlights:

  • 2017 - Present, HFS Wealth Management
  • 2008 - 2017, Ayco
  • 2006 - 2008, Wachovia Bank
  • 2005 - 2006, Wells Fargo Financial


Contact Ross Morrow Here  

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HFS Wealth Management
8350 Meadow Road, Suite 181
Dallas, TX 75231
Phone: (214) 346-0785    
Email: info@hfs-wm.com
©2014 Howard Financial Services LTD. – All rights reserved  

Disclosure: This firm is not a CPA firm.  HFS Wealth Management is the wealth management division of Howard Financial Services, Ltd.