Ron, a stock broker with 22 years of experience, excelled at Morgan Stanley Dean Witter before becoming Vice President at UBS Financial Services. Skilled in financial planning, estate planning, and hedging strategies, he moved his practice to Raistone Wealth Partners in 2010. Ron focuses on collaboration with his clients and his RaiStone partners to provide comprehensive solutions. His team ensures high-quality service and regular communication to meet clients' long-term financial 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