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Ronald Halterman, CFP®, CLU®

VP, Financial Counselor
Weston Financial

781-235-7055
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ABOUT RON

Ron is an VP, Financial Counselor and has been with Weston Financial since 2008. Ron is a CFP® Practitioner, has achieved the CLU® designation, and is a voting member of the Advisor’s Investment Committee. Ron previously served as Vice President and Assistant Portfolio Manager to New Century Alternative Strategies Portfolio. Ron works directly with high net worth clients and their various advisors to design, implement, and monitor customized financial plans. He is passionate about helping clients and their families efficiently meet their goals through a combination of investment, tax and estate planning decisions. Prior to joining Weston Financial, he was employed with the John Hancock Financial Network where he worked as an Investment Advisor Representative creating and implementing financial plans for clients. Ron holds a B.A. degree in Marketing, with a minor in Theology, from Assumption College.

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Weston Financial and Halsey Associates are subsidiaries of The Washington Trust Company.

Not FDIC Insured | No Bank Guarantee | May Lose Value | Not a Deposit | Not Insured by any Federal Government Agency