Weston Financial

Smart Advice Client Focus®


Ronald Halterman, CFP®, CLU®

Vice President, Financial Counselor
Weston Financial



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.


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.


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

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

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