About Ebersole
Ebersole is a Wealth Advisor at Focus Partners Wealth in Scottsdale, where he is dedicated to helping clients align their financial strategies with their most meaningful goals. He works closely with his clients to develop thoughtful, tax-efficient strategies designed to support long-term growth, stability, and peace of mind.
Before joining Focus Partners, Ebersole spent four years with Sonora Investment Management as a Managing Director, primarily focusing on business development within the Charles Schwab Advisor Network and providing investment guidance and client service to a diverse group of clients. Prior to that, Ebersole began his career in wealth management at Merrill Lynch after completing his MBA program at the University of Southern California.
Ebersole values building meaningful relationships and helping clients make confident, informed financial decisions that reflect their values and aspirations. Outside of work, he enjoys spending time with family and friends, hiking, traveling, and cheering on the Lakers.
Education and Professional Milestones
- Arizona State University -– bachelor’s degree in marketing
-USC Marshall School of Business -– MBA
Ebersole is a Wealth Advisor at Focus Partners Wealth in Scottsdale, where he is dedicated to helping clients align their financial strategies with their most meaningful goals. He works closely with his clients to develop thoughtful, tax-efficient strategies designed to support long-term growth, stability, and peace of mind.
Before joining Focus Partners, Ebersole spent four years with Sonora Investment Management as a Managing Director, primarily focusing on business development within the Charles Schwab Advisor Network and providing investment guidance and client service to a diverse group of clients. Prior to that, Ebersole began his career in wealth management at Merrill Lynch after completing his MBA program at the University of Southern California.
Ebersole values building meaningful relationships and helping clients make confident, informed financial decisions that reflect their values and aspirations. Outside of work, he enjoys spending time with family and friends, hiking, traveling, and cheering on the Lakers.
Education and Professional Milestones
- Arizona State University -– bachelor’s degree in marketing
-USC Marshall School of Business -– MBA