My approach is simple – I listen to your financial dreams and wishes and translate them into a meaningful plan that reflects your personal objectives. Often, that means building a complex financial roadmap by learning your history, understanding your priorities, as well as supporting your timeframe and risk tolerance. My goal is always to help preserve and build the financial world you have worked hard to create for you and your family.
I started my career in Financial Services in 2010. Since then I have earned the Wealth Management Specialist (WMS) certification and achieved the Investment Management Consultant title through Raymond James Institute of Investment Management Consulting (IIMC). Additionally, I hold securities licenses Series 7, 63, and 66 as well as an Oregon Resident Life and Health Insurance License.
My wife and I live in Carlton, OR where we enjoy the friendly community of local winemakers and unique artisans. We enjoy the quiet life outdoors and some of our favorite activities include fishing, camping, gardening, and horseback riding.
Ron Litteral Jr., WMS, Financial Advisor McMinnville address and phone