Ron is a Financial Advisor in Merrill's Washington, D.C., office. His advisory practice serves corporate retirement plans, professional firms, closely held corporations, and business owners.
Ron advises organizations on structuring and managing corporate retirement plans that maximize tax benefits for owners while enhancing employee benefits. He also counsels professional firms and closely held businesses on advanced contribution strategies tailored to high-income earners and ownership groups.
Ron's advisory work includes:
- Implementing and optimizing tax-advantaged retirement plans — 401(k), profit-sharing, and pension plans — to maximize owner benefits.
- Advising on existing retirement plans to identify opportunities for improved tax benefits, contribution strategies, and investment offerings.
- Developing and executing tax-sheltering strategies to accelerate wealth accumulation for owners and high-earners.
- Coordinating with record-keepers and TPAs to streamline plan administration and ensure ongoing ERISA and DOL compliance.
Ron has been with Merrill Lynch Wealth Management in Washington, D.C., since 2018 and is a graduate of the University of Michigan – Ann Arbor.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
