September 03, 2020
This quarter’s employee spotlight is on Ronald V. Donato, CFP®, MBA, Director of Financial Services for Alloy Silverstein Financial Services Inc. ASFS helps individuals and businesses with tax-smart wealth management, investment, insurance, and financial planning solutions.
Whether you are a newlywed saving for a home, a parent saving for your children’s education, or a 53-year old who hasn’t saved for retirement, Ron wants to help clients be worry-free when it comes to achieving their goals. He explains: “When it comes to investments, it’s important that people don’t operate on emotion. We pay attention to clients’ needs/wants and develop a plan for how to get there. So when the market goes up and down, which it will, we can give them the long view to guide their decisions.”
Ron joined the Alloy Silverstein team in 2014, after 33 years in the banking and investment industries. He was a client of the firm and was attracted to the position because of the independent structure of the financial services division. “Because it’s a separate company, we can pick and choose products that are best for the client, unlike so many other firms. Today, there are many alternatives that allow us to structure a client’s holdings based on upside potential and risk management,” he explains.
The Ursinus College graduate earned his MBA in Finance from Villanova University, and holds his FINRA Series 7 and 66 licenses. Ron has also earned the CERTIFIED FINANCIAL PLANNER™ designation and is licensed in New Jersey and Pennsylvania for life, accident, and health insurance. In financial planning, trust is essential, as is listening hard to clients’ concerns. That comes naturally to Ron. The third of seven children explains that he had two brilliant, assertive older siblings who did most of the talking. “I did a tremendous amount of listening,” he joked. “You definitely learn more that way.”
The Cherry Hill resident appreciates working with clients in his home community and the opportunity to write the “Something to Consider” column in this newsletter. An active member of the Men of Malvern Retreat House and Holy Eucharist Parish, Ron enjoys spending time with his wife of 35+ years, their two children and his grandchildren, playing, and listening to music, golfing, reading, and sports.
