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Ronald D. Ilesco

 

 

Ronald D. Ilesco
Financial Planner

Telephone:
(615) 277-9465  |  Fax: (615) 522-5393  |  E-Mail Address: click here

Licenses & Certifications:
Registered Securities Representative
Licensed Insurance Agent 

Ron joined TrustCore in 2010, after building a successful practice as a financial advisor with a national brokerage firm.  His clients include corporate executives, physicians, athletes, young professionals, and business owners.  Ron understands the particularly complex financial challenges these individuals face.  By having a thorough planning process in place, he is able to help his clients reach their short-term expectations and to achieve their long-term goals.


Ron provides a holistic approach to financial planning by coordinating the efforts of his clients and their other professional advisors.  In order to implement the components of a detailed comprehensive financial plan he makes a thorough assessment of a client’s overall current financial situation.  This involves all facets and issues of planning –  cash flow management, retirement and estate planning, investment performance including risk tolerance, and tax minimization.


Ron earned a B.S. in Mathematical Economics from Wake Forest University.  He is currently a candidate for the CFP® certification.