WEALTH ADVISOR AND SENIOR VICE PRESIDENT, CFP® (1)
Ronald is a Wealth Advisor with 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 magazine.
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 and the State of Florida Life Health & Annuity 215.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Seacoast Bank and Seacoast Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.
(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.
Not FDIC Insured - Not Bank Guaranteed - May Lose Value - Not Insured by any Federal Government Agency - Not a Bank Deposit