Ronald T. Swanick

Ronald Swanick, Investment Advisor Representative, brings to our organization 20 plus years of extensive planning experience working with Advisors, Brokers and their clients. Building comprehensive investment portfolios for individuals & families to help assure success meeting goals and objectives for the short and long term.

His knowledge and Investment experience spans a broad spectrum of creative needs based, Wealth Building, Retirement Income Planning & Legacy Planning ideas. Ron has a degree in Business Management from Westfield State College and is an expert on the principles of modern portfolio theory and portfolio construction.

Over his 20-year career, Ron has worked with companies such as Fidelity, Prudential Financial, and New York Life. Ron made the decision to leave corporate America so he could have a better hands on role with helping people plan for retirement As an investment advisor, Ron ‘s main goal is to provide advice and analysis about securities to help his clients make well-informed decisions on what types of investments are best for them. He also emphasizes the need to adjust investment plans as goals and needs change. Ron listens to his clients concerns, shares potential investments and pertinent information, including benefits, risks, and tax issues, and treats the clients financial goals with the same care and interest that he devotes to his own.

We believe with Ron as our In- House Investment Advisor Representative, there is an amazing opportunity to partner with you in the design, implementation, and management of your plans towards a successful financial future.