Ron White

Financial Advisor, Senior Vice President - Investment Officer at Wells Fargo Advisors

Role
Financial Advisor, Senior Vice President-investment Officer at Wells Fargo Advisors
Location
Fayetteville, AR, US
LinkedIn followers
500 followers

About Ron White

With more than 28 years of financial services experience, I am a professional that provides disciplined investment planning and retirement guidance. I specialize in 401-k & Profit Sharing Rollovers, as well as Retirement Income & Estate Investment Planning Strategies.We provide a complete range of services including Retirement, Investment, Insurance and Estate Investment Planning strategies to high-net-worth families.Our Client service commitment includes-Exclusivity due to a Select number of Clients with an experienced Team-Consistent communication with Clients through scheduled monthly or quarterly contact-A higher level of proactive personal services-Rapid response and efficient resolution to service client needs-We seek to deliver confidence that your retirement plan is customized around your family’s short & long term goals -Side-by-side guidance through the plan’s implementation and monitoring-A deeper understanding of various family goals, issues and concerns to help you through multi-generational planning.Please visit our team website: information is intended for use by residents of AL, AR, AZ, CA, CO, DC, FL, GA, IA, KY, LA, MA, ME, MO, MS, NM, NY, OK, SC, SD, TN, TX, VA, WA, WI, and WY only.Arkansas Insurance Producer License Number 743259South Dakota Insurance Producer License Number 63•••90 Brenda Carver - Senior Client and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Experience

  1. Financial Advisor, Senior Vice President-investment Officer

    Wells Fargo Advisors

    Jan 1996 — Present

    2520 Pinnacle Hills Pkwy, Rogers, Ar.

Skills

  • Estate Investment Planning
  • Life Insurance
  • Finance
  • Series 63
  • Investments
  • Team Building
  • Asset Allocation
  • Mutual Funds
  • Retirement
  • 401k Rollovers
  • Variable Annuities
  • Asset Management
  • Long Term Care Insurance
  • Leadership
  • Strategic Planning
  • Wealth Management
  • Retirement Planning
  • Series 7
  • Insurance
  • 401k
  • Iras
  • Securities
  • Estate Planning
  • Etfs

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