Ronald Halterman, CFP®, CLU®

Vice President and Principal Wealth Advisor

Ron is responsible for providing financial planning and wealth management services at Washington Trust Wealth Management. He works with high-net worth individuals and their families to design, implement, and monitor customized financial plans that help them to efficiently meet their goals through a combination of investment, estate, insurance, and tax planning services and advice. He is also a voting member of the Investment Committee of Washington Trust Advisors.

[email protected]

Experience

Ron has more than 15 years of experience in the wealth management and financial planning fields. He spent several years with the John Hancock Financial Network, where he worked as an investment advisor representative creating and implementing financial plans for clients. Ron also previously served as vice president and assistant portfolio manager to New Century Alternative Strategies Portfolio with Weston Financial.

Education

Ron is a CFP® practitioner and has achieved the CLU® designation. He holds a bachelor’s degree in Theology from Assumption College.

Community Involvement

A Massachusetts resident, Ron is actively involved in his community. He is involved with the Ron Burton Training Village located in Hubbardston, MA and supports many organizations through participation in charitable golf tournaments.