Ronald White, CFP, SE-AWMA, AAMS, a Wealth Management Advisor with Merrill Lynch Wealth Management, has been in the industry since 1986. During his career, he has seen the industry change; accordingly his approach to working with clients has changed. Ron strives to serve as the client’s primary advisor and help coordinate their overall wealth plan. His approach to wealth management is consultative, objective, and committed to excellence. Before making recommendations, Ron takes the time to get to know clients and learn about their unique goals and financial interests. He assists them with making thoughtful decisions appropriate for their current/future needs and aspirations.
Ron is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the CFP® Board of Standards, Inc. He helps clients design goals-based wealth management plans aligned with their unique situations including but not limited to: finances, family, legacy planning, and charitable giving. Ron is also a holder of the Certified Divorce Financial Analyst™ certification. He focuses on the "suddenly single" community, conducting asset/liability reviews, assisting in cash flow analysis, and helping to address investment and retirement planning concerns. Additionally, Ron has earned the Accredited Asset Management SpecialistTM certification, a professional designation awarded by The College for Financial Planning Institutes Corp. He helps clients implement their strategies through effective "tax-conscious" portfolio management with a goal of limited downside risk so that clients can enjoy reduced volatility, likely helping to minimize some of the discomfort that can come with the investing experience.
Ron, a graduate of Mississippi State University has been married to Wendy since 1985. Their daughter Chanelle is a proud graduate of the University of Georgia. Away from the business, he enjoys fishing, golfing, and spending time with family/friends.
Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
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.
