139 North State Street
Meet the Team
Ron has over 40 years of experience in the securities industry with both NYSE firms and independent broker dealers. He has served as a General Securities Principal since 1992, and has held this position with Multi-Financial Securities, Pinnacle Asset Management, and American Portfolios Financial Services. After graduating from Temple University in 1975, Ron was a teacher in the Philadelphia School District before receiving his Series 7 license in 1980. Ron was one of the original managers that helped organize and create American Portfolios as a FINRA member broker-dealer in September, 2001. He has served as a member of the American Portfolios’ Advisory Board and has taught investment courses at various local colleges.
Ron holds the following licenses; Series 7 (General Securities Representative), Series 24 (General Securities Principal), Series 4 (Registered Option Principal), Series 51 (Municipal Securities Principal), Series 65 (Investor Adviser Representative) and Life and Health Insurance.
Ron is licensed in the following states: AZ, CA, CO, DE, FL, GA, IL, IN, ME, MD, MA, NJ, NY, NC, OH, PA, SC, TX, and VA.
Client Services Manager
Stephanie oversees the day-to-day operations of our office and brings with her a strong background in providing exemplary customer service. This includes handling client operational issues, scheduling appointments/client review meetings, transferring accounts, & all other client servicing matters.
Stephanie lives in Doylestown PA and enjoys many outdoor activities, particularly boating and horseback riding.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.