Ronnie serves as a direct point of contact for clients, ensuring they receive timely support, consistent updates, and a seamless service experience. His attention to detail and proactive approach helps build trust and enhance client satisfaction throughout every stage of the financial journey.
Ronnie earned his degree in Finance from the University of Central Florida and currently holds a Series 65 license. Prior to becoming a full-time team member upon his graduation, Ronnie began developing a strong foundation in financial operations, client service, and investment processes. His background reflects a commitment to supporting client goals through clear communication, dependable execution, and long-term relationship building.
Outside of work, Ronnie enjoys golfing, running, working out, reading, and spending quality time with his family. He’s also passionate about adding new skills to his arsenal and enjoys playing the piano.
Get to Know Ronnie
Favorite food: Hibachi or Italian
Beverage: Water or Arnold Palmer
Favorite Quote: “Cut your coat according to your cloth”
What Motivates You? Wanting to be the best for the people around me
Favorite Holiday: Thanksgiving
Bucket list item: Travel to a Safari in Africa or explore New Zealand