Ronit is a Senior Wealth Advisor at SlateStone Wealth, LLC where she focuses on demystifying investment strategies for individuals, families and business owners. For over 22 years, Ronit has specialized in transitioning widows and widowers, pre-retirees and divorced individuals through major life changes. Applying her skills to each client’s circumstances enables her to translate recommendations into actionable, prudent strategies that are customized to each clients’ unique situation. As a result, Ronit has become a trusted advisor to her clients, developing lifelong friendships while partnering in the management of their financial plans.
Ronit holds a Bachelor of Arts Degree in Economics from Queens College and is a CERTIFIED FINANCIAL PLANNER ™ certificant. The combination of formal education with life long experience, has led to a holistic all-encompassing approach for her clients and the creation of Women in Wealth Solutions. Individuals and families with inheritance, legal settlements, or sale of businesses who seek to become educated and confident in working with their financial advisor, look to Ronit for guidance in gaining financial knowledge, budget and cash flow management, portfolio and retirement solutions, as well as working with other outside professionals to best serve the client with guidance towards legal and tax solutions.
Ronit’s calm, personal and relaxed nature helps put her clients at ease while remaining focused on the mission at hand, which is to help her clients realize their financial goals.