Basic Information
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Company
Northwestern Mutual Wealth Management Co. -
Phone
4056121650 -
Email
william.c.ross@nm.com -
Mobile phone
405-612-1650 -
Website
https://www.northwesternmutual.com/financial/advisor/william-c-ross/about-me -
Describe How You Would Like To Be Introduced Via Email
Connor Ross is a Financial Advisor with access to over 40 Insurance Companies working in the Permanent and Term Life insurance as well as Disability Insurance and Long-Term Care. Connor also has full access to the market, every stock, fund, ETF, ETC. He specializes in financial planning where he measures success to the goal, not the benchmark like other advisors. You can connect with Connor at william.c.ross@nm.com or by phone at 405-612-1650. -
What is your "why"? Why do you do what you do?
I have a deep commitment to reducing Taxes, Growing wealth, and minimizing risk. Every person deserves a Financial plan tailored to their needs and goals that fits the budget and balance of todays world. -
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
Is your current advisor measuring success against the benchmark of the S&P 500 or to your Goals?
Have you had a holistic deep dive on your financial plan?
Can you be certain that you can retire and never run out of money? -
Unique Selling Proposition
I believe in free financial planning. I do not charge a fee to create a plan. My value is in building financial plans, that I will give to you. The decision to work with me or not is up to you. -
About me
My name is Connor Ross, I have been with my wonderful wife Sadie for ten years, we have six children. Five Daughters and One son. We spend much of our time playing sports and operating a first-generation ranch where we all work together. -
Profession
Investment Advisor -
Title
Financial Advisor -
Hobbies and interest
Watching my children play sports, school events, church, Hunting, fishing, Ranching.
Contact Information
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City / Town
Oklahoma City -
State
Oklahoma -
Zip
73118 -
Country
United States -
Special offers to the group
Fee Free Financial Planning
Education
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College / University
Fort Hays State University