 |
| |
|
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.
|
|
|
|