Smart Advice Client Focus®
Ron has been a Principal Financial Counselor at Weston Financial since 1984. He works with many of the firm’s high net worth clients and specializes in legacy planning and the creation of customized portfolios designed to achieve client objectives with managed volatility.
Ron has more than 35 years of experience in the financial services industry. He is a member of the Massachusetts Bar, and prior to joining Weston, practiced securities law.
Ron is a graduate of Georgetown University Law Center (J.D.) and holds a bachelor’s degree in psychology and political science from Tufts University (B.S., magna cum laude).
Ron is a member of the New England International Donors and volunteers as a blended finance liaison for the Prime Coalition.
Form ADV Part 2B Brochure Supplement [PDF]
Washington Trust Wealth Management
News & Resources
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