Cody Ross, CFP®

Vice President
Trust Investment Officer
Phone Number
Email Address
Image
Cody Ross Headshot

My Information

I'm Cody Ross, CFP®, a graduate of Baylor University with a BBA in Finance. I've spent years honing my skills in value investing and financial planning. Currently, I serve as the Membership & Community Outreach Officer with the Waco Young Professionals, and a member of the Rotary Club. Beyond my professional and service commitments, I'm also a musician, skilled in studio recording and instrument construction. In my free time, I make it a point to regularly attend Baylor University sporting events.

My Expertise

  • Investment Analysis
  • Portfolio Management
  • Personal Financial Planning

My Office

Branch Address

1504 Williams Drive
Georgetown, TX 78628
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.