Seacoast Investment Services
CFP®1, PRIVATE ADVISOR
SENIOR VICE PRESIDENT
Ronald is a Private Advisor with over 25 years of wealth management experience and more than 15 years with Seacoast. He has held the CERTIFIED FINANCIAL PLANNER™ Designation, CFP®1, since 1998 and was recognized in 2015 as a member of the “Top 50 Bank Advisors” by Bank Investment Consultant magazine2.
Ronald believes in the value of a well-defined financial plan that addresses the personal goals of every individual investment client. A common sense plan that answers the financial, investment, retirement, and estate planning needs of each client. A plan that is versatile enough to withstand the changes that life may bring. At Seacoast, clients receive the spectacular service that they have come to expect – from a team of professionals that will oversee all of their banking, financial, and credit needs.
Ronald is a graduate of the University of Florida with a Bachelors of Science Degree in Business Administration with a Major in Finance. Additionally, he holds the Series 7, 65, 66 through LPL Financial and the State of Florida Life Health & Annuity 215.
1. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Seacoast Bank and Seacoast Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Seacoast Investment Services, and may also be employees of Seacoast Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Seacoast Bank or Seacoast Investment Services. Securities and insurance offered through LPL or its affiliates are:
Not FDIC Insured - Not Bank Guaranteed - May Lose Value - Not Insured by any Federal Government Agency - Not a Bank Deposit