With over 32 years of experience as a financial advisor, Ron has successfully navigated 3 decades of volatile financial markets, economic transformation, global growth, as well as political and social change. Helping clients to thrive while dealing with these ever-changing forces has been his life’s work and passion. He has done this by embracing a client-first attitude coupled with his deep understanding of the wide range of financial products and services that are available to today’s investors. His business has a strong focus on income-based investing, blending both the fixed income and equity-based asset classes to maximize his clients’ returns over time. These well-honed skills and deep knowledge and understanding are the byproducts of a long career that began with a regional municipal bond firm in the late 80s and flourished as he worked for some of the largest Wall St firms over his lengthy tenure in the financial services industry. His clients include multiple generations of high net worth individuals, corporations, trusts, foundations, and charitable organizations.
Ron was born and raised in NJ and followed in his father Richard’s footsteps to become a financial advisor. He spent the first half of his career working in NYC and NJ and relocated his growing family to FL after the 9/11 tragedy. He is a father of 5 children, 2 bright and beautiful daughters, and 3 amazing sons, and Ron does his very best to balance his family life and professional life while giving both the time and attention that they deserve. As a lifelong martial artist and fitness enthusiast, Ron channels that hard work and discipline into all that he does.
Ron is an active participant in his community and has supported many charitable causes like Susan Komen, Arts for ACT, and the Harry Chapin foodbank. He is also very involved in the arts and has been a 15-year sponsor of Artfest Fort Myers, as well as sponsoring the FL Repertory Theater, and the Cape Coral Jazz and Blues Festival. He feels that giving back to his community and supporting the beauty and creativity of the arts not only enriches his life but will give his children a greater appreciation for their world….their place in it ….as well as their obligation to contribute to it in a positive way.
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