Following a successful career in sales, branch, regional, and national management with hi-tech computer firms, Ron built and sold a software development company before joining the financial services community in 1988. His financial services career began at Merrill Lynch. He later joined Prudential Securities as a Financial Advisor and Branch Manager. Ron also served in wealth advisory positions with Morgan Stanley and Wells Fargo Advisors. In 2016, Ron chose to exit the Wall Street constraints of formula-based client relationships. He now focuses his attention on the unique wealth and financial planning needs of individuals. Ron is a magna cum laude graduate of Marist College with a BS in