Investment Advisor Representative
Ron Smith is a financial consultant who has been serving clients' financial needs since 1994. He is a Registered Investment Advisor Representative. Additionally, he is a licensed agent for Annuities, Life Insurance, Long-Term Care Insurance, and Property and Casualty Insurance.
Ron takes a holistic approach to addressing clients' financial concerns. This entails looking at a client’s entire financial picture and educating on basic financial concepts before making recommendations and implementing financial solutions. This is in contrast to a transactional approach that much of the financial industry employs, whereby a product is sold without full knowledge of the ramifications it might have on the client’s overall financial well-being. Ron takes his fiduciary responsibility as a financial advisor very seriously. He is a firm believer in doing what’s right for his clients.
Ron earned a Bachelor of Science degree from Penn State University in 1977. He also lettered in track and field while at Penn State. He is an active member, as well as the treasurer, of his church and enjoys all sports, especially baseball and football. Ron enjoys traveling and experiencing new adventures.