Our Team

Ronald V. Donato, Jr., CFP®, MBA
Ronald V. Donato, Jr., CFP®, MBA

Specialty Areas

Education

  • B.A. in Political Science, Ursinus College, 1979
  • M.B.A. in Finance, Villanova University, 1987

Professional Memberships

  • Chamber of Commerce of Southern New Jersey
  • Philadelphia Estate Planning Council
  • Financial Planning Association

Ronald V. Donato, Jr., CFP®, MBA

Director of Financial Services

Cherry Hill, NJ
856-667-6228
rdonato@asfinancialservices.com

Check the background of this investment professional on FINRA’s BrokerCheck.

Brightening financial futures for families, business owners, and medical and legal professionals.

Ron is Director of Financial Services for Alloy Silverstein Financial Services, Inc., a division of The Alloy Silverstein Group that helps individuals and businesses with wealth management, investment, insurance, and financial planning solutions. He proactively advises clients in making progress towards their life and financial goals by putting a personalized plan in place and checking in with them regularly.

When Ron joined the Alloy Silverstein team in 2014, he brought with him over 33 years of experience in the banking and finance industries, 20 of which were spent providing retirement and financial planning to clients in the Philadelphia region. He is a graduate of Ursinus College, earned his MBA in Finance from Villanova University, and has passed his FINRA Series 7 and 66 exams. Ron holds the CERTIFIED FINANCIAL PLANNER™ designation and is licensed in New Jersey and Pennsylvania for life, accident, and health insurance.

As part of The Alloy Silverstein Group’s emphasis on collaboration, Ron’s meetings are often side-by-side with his client’s Alloy Silverstein CPA so that tax planning and implications are taken into consideration for all financial planning decisions. To hear more about timely financial planning issues that impact our clients, look for Ron’s “Something To Consider” column in our quarterly Client Alert newsletter.

Getting to Know Ronald

A long-time South Jersey resident, Ron currently lives in Cherry Hill. He enjoys spending time with his wife of 34 years, their two children and his granddaughter. He is an active member of the Men of Malvern Retreat House and is part of the Golf Committee at Holy Eucharist Parish in Cherry Hill. Ron likes playing and listening to music along with golf, reading and sports.

Community Involvement

  • Holy Eucharist Parish
  • Men of Malvern Retreat House

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Please be aware that Ronald Donato’s CFP® certification is not affiliated with 1st Global.