Archives: Advisor Teams

Advisor Team

Frank began his financial advisor career in 2001 with UBS Financial Services (formerly PaineWebber), and was a financial advisor for several other investment firms over the years. He has extensive experience in the financial services industry and focuses on meeting with clientele to determine their complete financial picture before offering holistic and comprehensive recommendations that seek to meet their needs now and into the future. Frank is a fiduciary who takes his job seriously and acts with utmost care in managing his clients’ financial assets and financial planning needs. He has a PhD in Business Administration with a specialization in Financial Management from Northcentral University, and an MBA from Webster University in St. Louis, MO . Frank has the Chartered Retirement Planning Counselor (CRPC) and Accredited Investment Fiduciary (AIF) designations.

Frank also served a 23-year career serving in both the U.S. Navy and retiring from the U.S. Army. He has extensive executive, management, leadership, financial, logistical, administrative, planning, and training experiences serving in various roles as an Army Officer and enlisted man on a U.S. Navy Nuclear Ballistic Missile Submarine.  He was recalled out of retirement to active duty with the Army during the Surge of Forces (2006-2008) to Iraq during Operation Iraqi Freedom, serving as the Operations Officer for a Military Transition Team.  He planned and conducted with his team in conjunction with Iraqi Army Forces, combat operations on a frequent basis throughout the one-year combat tour in Mosul, Iraq. He was awarded the Bronze Star and Combat Action Badge.  His last assignment on Active Duty was at Fort Hood, Texas where he served as Chief of Plans and Ceremonies sections for the Directorate of Plans, Training, Mobilization and Security (DPTMS).  He also performed as Operations Officer in the Fort Hood Emergency Operations Center during the Mass Casualty event on November 5, 2009, where terrorist opened fire on soldiers killing and wounding many undergoing in/out processing.

Frank is based in San Antonio, Texas and is a member of the Veterans of Foreign Wars (VFW) and is married to Jovita, with one daughter, Stephanie and three grandchildren (Caroline, Sammy Jr., and Jazlyn), who reside in Clarksville, TN, as his son-in-law, Sammy, serves in the U.S. Army at Fort Campbell, KY.

Allie Baird joined Jeff K. Ross Financial Services, LLC in March of 2016. She earned her BBA in Management with a Minor in Finance at Haworth College of Business at Western Michigan University (WMU). As the Executive Assistant, Allie supports Jeff to serve their clients by processing client’s requests, monitoring transactions, account maintenance, review meeting preparation, and portfolio management. Since joining
Jeff K. Ross Financial Services, LLC, Allie has earned her Insurance License in Life, Accident and Health.

Her passion for golf, yoga, and camping contribute to her healthy, active lifestyle which she strongly values.

David Barkley is an Accredited Asset Management Specialist, AAMS, and has been working in the Securities Industry for over 20 plus years. He brings a wealth of knowledge and hands on experience working with affluent families, business owners and individuals. He specializes in individual equities and retirement income planning. His passion is individual stocks and creating option strategies to create consistent income streams. He enjoys working directly with you, your business and your families to develop multi-generational strategies for building and preserving your wealth. David works directly with you to develop a customized disciplined wealth management strategy and plan for each client, their immediate family members, as well as, their children and their grandchildren.

For our clients who are in the beginning stages of wealth creation we work with you to develop a disciplined plan to mitigate risk, working within your risk tolerance level to grow your wealth through customized plans that are personalized to you and your family.

David’s experience at the corporate executive level, as an entrepreneur and 10 years as an individual trader on the CBOE and CBOT exchanges, allows him to bring a very diverse background and skills, that enables him to have a greater understanding of your businesses and financial opportunities at every economic level from Generation X, millenniums and baby boomers.

On a personal level, David is married with 4 adult children and 2 children still at home. He has traveled for business and pleasure to all 50 states and 65 countries around the world. He enjoys the beach, golfing, boating and traveling.

Jorge I. Blanco is the Founder and President of Success Wealth Management, a boutique Wealth Management and Financial Planning firm in Tampa, FL.

He began his career in the financial services industry in 2002 at Ameriprise Financial, one of the top financial planning companies in the world. Over the first 9 years in his career he earned many of the firm’s top awards. While servicing a client base of 398 families, he worked as an Advisor Coach where he would mentor new advisors in the industry. He helped Ameriprise develop training modules and product presentations that were used to train new advisors across the country.

Although the years of experience in his leadership role helped Jorge become the advisor he is today, he found that his true passion lay in working with his clients. He stepped down from coaching and devoted 100% of his time working on his financial planning practice. In order to deliver the type of service his clients deserved, Jorge decided to reduce the number of families he personally worked with. In December 20th, 2010 Jorge founded Success Wealth Management and joined LPL Financial, the nation’s largest Independent Broker/Dealer (as reported by Financial Planning magazine, June 1996-2017, based on total revenue).

Coming from parents who were both Professors, education was instilled in Jorge’s upbringing. Jorge believes that in order to grow personally and professionally, we must continue to learn. He graduated Summa Cum Laude with a Bachelors of Science in Financial Planning. He has also earned the prestigious professional designations of CERTIFIED FINANCIAL PLANNER™ Practitioner (CFP®), Accredited Investment Fiduciary (AIF®), Accredited Wealth Management Advisor (AWMA®), and Chartered Retirement Planning Counselor (CRPC®).

In his youth, Jorge was an avid chess player. At the age of 16 he became Venezuela’s National Champion and competed in the Youth World Chess Championship in Bratislava, Slovakia where he ranked 42nd in the world. Today, Jorge enjoys playing competitive soccer, spending time with his wife and family, and exploring new places around the world.

QUALIFICATIONS / LICENSE INFORMATION:

  • FINRA Series 7 Registration with LPL Financial
  • FINRA Series 66 Registration with LPL Financial and Independent Financial Partners
  • FL 2-15 ~ Life, Health, Variable Annuity Insurance License
  • CFP® CERTIFIED FINANCIAL PLANNER™
  • AIF® Accredited Investment Fiduciary
  • AWMA® Accredited Wealth Management Advisor
  • CRPC® Chartered Retirement Planning Counselor

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

CRPC conferred by College for Financial Planning

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.