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 typically enjoy a very substantial net worth. But with that net worth comes tremendous downside risk. Selling those shares of company stock to achieve diversification and reduce risk is not easy, since federal regulations govern when insiders can sell stock.There is, however, a solution to this problem— the blind trust.
