An alumnus of Jacksonville’s Episcopal High School, Ron graduated from Florida State University, earned his MBA from The Coggin College of Business at the University of North Florida, and has since achieved the professional designations of CERTIFIED FINANCIAL PLANNER (CFP®) and Chartered Financial Consultant (ChFC®).
Ron joined Davis Capital Management in 2013 as Wealth Advisor. His responsibilities include working closely with clients to build comprehensive financial plans or reviewing their existing strategies, as well as providing counsel on retirement, income tax, insurance, estate planning and a variety of investment-related issues.
Prior to joining Davis Capital Management, Ron was an Account Executive with Fidelity Investments in Johnson City, Tennessee, where he provided guidance to active and retired executives from several major corporations in the area.
Ron believes “the future has a way of arriving unannounced,” and feels that a fully integrated financial plan that addresses the many distinct elements of personal finance is the best way to handle the unexpected curveballs that life can throw.
An avid scuba diver and aspiring golfer, Ron also enjoys spending free time with his wife and children around their home on Amelia Island, taking them fishing and boating on Nassau Sound, hiking at Fort Clinch, or simply relaxing at the beach.