Ronald has over 25 years of experience building relationships with individuals who need customized plans and advice. His holistic approach encompasses all his client’s goals and striving to achieve them through proper financial and investment management. Before joining the firm, Ron worked for well-known financial firms including Merrill Lynch, TD Wealth Management and Morgan Stanley.
Ronald graduated from Springfield College with a Bachelors of Science. He also completed additional graduate courses at Fairfield University.
Ronald currently holds his Series 6, Series 7, Series 24, Series 26, Series 63, Series 66, and a Variable Contracts license.
Ronald resides in West Hartford with his daughter, Ally, and their Australian shepherd, Brixley. When not advising his clients, Ron lives and breathes all things UCONN sports and is an active member of the Church of St. Peter Claver in West Hartford.