Ron Lumley CFP®

Financial Advisor

Ron is a Certified Financial Planner, Chartered Life Underwriter, and Chartered Financial Consultant. He has 30 years experience in the industry. Ron works with individuals to help guide them to their financial goals. He has extensive experience in investment, estate and tax planning. Ron’s experience comes from working with firms such as: American Express, Wachovia Bank, Lincoln Financial and Charles Schwab.

Ron has a Bachelor of Science in Business Administration from Shippensburg University in Pennsylvania (1981). He finished his CFP in 1991 and added the ChFC in 2002 and the CLU in 2008. Ron is a licensed securities principal as well as being licensed in life and health insurance. Ron and his wife have lived in Sarasota since 1991. They have two daughters. Ron and his family enjoy the Florida lifestyle and participate in many different sports.