For more than 25 years, Ron has helped affluent individuals and families manage and preserve their wealth, and leave a legacy for their loved ones and cherished charities. His areas of expertise include estate planning, investment management, retirement income strategies, longevity planning and legacy planning.
As a CERTIFIED FINANCIAL PLANNER™ practitioner, Ron holds the prestigious CFP® certification, one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning. He adheres to the CFP® Board’s code of ethics for integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence.
His enduring mission has always been to help clients have confidence in living their best life possible with their resources. The long-standing client relationships he cultivates enable his clients to feel comfortable enough to discuss any matter regarding their money and life.
Ron was a wealth management advisor at Merrill Lynch before joining Raymond James in May 2017, attracted by the firm’s client-first culture. He holds a bachelor’s degree in business administration from Pensacola Christian College.
Ron is devoted to giving back and making a difference. He is very active in organizations in Guatemala and elsewhere leading people in poor countries and communities into a different way of thinking, helping them become entrepreneurs, changing their personal and community financial dynamics, and providing education and health services. Ron is also a member of the United Way Tocqueville Society.
Ron is from Rio Rancho, New Mexico, where he lives today with his wife, Debbie, and children, Trey and Haley. He is a passionate sailor and holds U.S. Sailing certifications in basic keelboat, coastal cruising and bareboat charter. He also plays lead guitar at a large church in Albuquerque, accompanied by his wife on vocals and son on drums.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.