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Ronald Halterman, CFP®, CLU®

Vice President, Principal 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 with a minor in theology).

COMMUNITY INVOLVEMENT

Ron is involved with the Ron Burton Training Village, a summer camp with the mission of enriching the lives of challenged youth in the areas of dynamic character and leadership development, physical fitness, social and educational advancement, and spiritual growth. Ron is an avid golfer and can be found from spring to fall at client and other charitable golf tournaments.

 


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Washington Trust, the "W" logo, Washington Trust Wealth Management and Halsey Associates are registered trademarks of The Washington Trust Company.
Weston Financial is a subsidiary of The Washington Trust Company. Halsey Associates is a part of Washington Trust Wealth Management, a division of The Washington Trust Company.

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