Ron is a seasoned financial professional with more than 25 years of experience in the wealth management industry. He began his career at Morgan Stanley Dean Witter, where he quickly distinguished himself for his client-focused approach and strong market insight, and later advanced to the role of Vice President at UBS Financial Services.
Throughout his career, Ron has developed deep expertise in comprehensive financial planning, estate planning, and sophisticated hedging strategies. In 2010, he transitioned his practice to RaiStone Wealth Partners, where he continues to help clients navigate complex financial decisions with clarity and confidence.
Ron is passionate about building lasting relationships and takes a highly collaborative approach, working closely with both his clients and his colleagues at RaiStone to deliver tailored, forward-thinking solutions. Supported by a dedicated team committed to exceptional service and proactive communication, Ron ensures that each client receives personalized guidance designed to meet their long-term financial goals and evolving needs.
Licensure
- Series 7 - General Securities Representative
- Series 65 – State Uniform Investment Adviser
- Series 63 – State Uniform Securities Agent
- Licensed Life and Health Insurance Agent