Ronald E. Wilson ChFC, CLU

Ron has been providing financial guidance for over 40 years. He gives independent and objective advice to professionals, family-owned businesses, and their employees in all facets of wealth management. Additionally, he is experienced in helping his clients choose the right amount and type of life, disability income and long-term care insurance.

As an Investment Advisor Representative, Ron represents his investment clients while adhering to Reg BI, a federal regulation requiring broker-dealers and registered representatives to recommend securities products that are in the customer’s best interest. He is a Fiduciary. His securities registrations are: S7, S63, S24, S65, and SIE.

Ron has extensive experience helping business owners and professionals develop ways to use “business dollars” to protect their business interests while providing financial security for their own families and employees. He focuses on succession planning, executive compensation strategies, attracting and keeping key employees and all types of business retirement plans.

He is a financial educator. He teaches his clients and their employees how to utilize their benefits including retirement plans, and how to make sound financial decisions. This includes cash flow, debt management, protecting one’s credit, having the right amount and type of insurance and the basics of estate preservation.

Ron’s professional designations are Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU), both granted by the prestigious American College, Bryn Mawr, PA. He has received extensive training in retirement planning from the Wharton School of Business, University of Pennsylvania. Ron has also served as an Adjunct Professor for the American College, teaching graduate level courses required for advanced accreditation in financial counseling, business planning and insurance. He is an active member of the Southern Arizona Estate Planning council.

A fourth generation Arizonan, Ron has 2 grown children, 8 grandchildren and lives with his wife in Vail, AZ.