Ronald A. Jones
Financial Advisor
Ronald A. Jones is the owner of Ronald Jones Financial Services, a financial firm focusing on wealth accumulation, preservation, and distribution planning strategies. Using a process-driven planning model based on sound fundamentals, Ron helps his clients to design financial plans¹ that are personalized, measurable, and attainable.
Ron is first and foremost a client-centered financial adviser¹. Recognizing that each client has individual needs, Ron prioritizes getting to know his clients by actively listening to them before he makes recommendations. Once Ron has a clear understanding of what his clients want to accomplish, he educates them about their financial choices and planning options. Then he provides them with various customized strategies and solutions to consider that will help them to meet their financial goals.
During the past 16 years as a financial advisor¹, Ron has always put clients first, making sure that they are involved in the process from the start and are active participants in the planning of their financial future. Ron believes that informed, robust client engagement throughout the process results in steadfast client commitment to long-term financial success. Ron helps his clients to recognize the importance of balance in designing their financial plans and advises¹ them to avoid myopic vision when challenges arise. Through his creative, yet pragmatic approach and collegial, consultative style, Ron is able to guide his clients through the challenges of an ever-changing financial landscape.
Prior to joining New York Life as an agent in 2007, Ron spent eight years in corporate America serving in various finance roles that exposed him to the principles of financial analysis, banking, investing and insurance. Through these varied professional experiences, he gained expertise in working with individuals from diverse backgrounds and developed a friendly, effective communication style. He also developed the business acumen necessary to excel in the financial services industry. Ron is a 1999 graduate of Grove City College where he earned a Bachelor of Science in Financial Management. He continued his studies at Duquesne University graduating in 2002 with a Master of Business Administration with a focus in finance. Ron holds a FINRA Series 7, 63 and 66 securities license and a life, accident, and health license.
In his free time, Ron enjoys golfing, coaching, fishing and on most mornings, exercising at the YMCA. Ron is a board member of both Community Care Connections, Inc. and the Butler County Family YMCA. Family is important to Ron and has been the driving force behind his decision to enter the financial services industry. Having the freedom and ability to not only be present, but to also actively participate in the lives of his children has created meaningful and lasting memories for his family. Ron has been married to Laura for 18 years. Laura manages the office and provides marketing support for the firm. In addition to her administrative role in the agency, Laura is at the center of ensuring that their busy and happy home runs smoothly, especially for their two wonderful and active teenage children, Alexandria and Jacob.
¹Financial advisor offering financial planning through Eagle Strategies LLC, A Registered Investment Advisor.
