Ron is responsible for developing customized wealth management strategies and financial plans for prominent individuals, families, and business owners throughout the United States. Ron’s areas of expertise include trust administration, estate planning, insurance planning, legacy planning, and philanthropic planning.
Ron joined Wilmington Trust in 1997 and has over a decade of experience in wealth management and personal trust administration. He holds a masters in Taxation and a bachelor’s degree in Accounting from Widener University. He currently holds Life and Health Insurance licenses. Ron is a member of the American Institute of Certified Public Accountants and the Institute of Certified Bankers.
He is a member of the Board of Trustees for the Delaware Museum of Natural History, and a member of the Financial Services Advisory Board for Widener University.
Corporate executives and insiders who own millions of shares in their companies can achieve diversification within regulatory guidelines.A blind trust enables an insider to give a trustee the sole responsibility to decide on the timing of sales of company stock, without participation by, or knowledge of, the insider.It allows insiders to achieve investment diversification and reduce risk without running afoul of securities regulations.
