Weston Financial

Smart Advice Client Focus®

Back

Ronald Halterman, CFP®, CLU®

Vice President, Financial Counselor
Weston Financial

781-235-7055
|

ROLE

Ron has been with Weston Financial since 2008. He 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. Ron is a voting member of the Advisor’s Investment Committee.

EXPERIENCE

Ron is a CFP® practitioner and has achieved the CLU® designation. 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. During his time at Weston, he previously served as vice president and assistant portfolio manager to New Century Alternative Strategies Portfolio.

EDUCATION

Ron is a graduate of Assumption College (B.A. in marketing).


Form ADV Part 2B Brochure Supplement

Subscribe to Our eNewsletter
Loading

Washington Trust is a registered trademark, and the "W" logo and Washington Trust Wealth Management are trademarks of The Washington Trust Company.
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