Cody Ross, CFP®

Vice President

Trust Investment Officer

My Information

Cody Ross, CFP® is a graduate of Baylor University with a BBA in Finance. He has extensive experience in value investing and financial planning. He is the Membership & Community Outreach Officer with the Waco Young Professionals and an active member in Rotary Club. Outside of his interests in investments and service, Ross is a musician and is adept in studio recording and instrument construction. He lives in Waco and regularly attends Baylor University sporting events.

My Expertise

Investment Analysis
Portfolio Management
Personal Financial Planning

My Office

1700 North Valley Mills Drive
Waco, TX 76710
United States

Get Directions

Important Disclosures and Information

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.