Our Wealth Management Advisors
Ron Mortellaro
Investment Advisor
Ronald is an investment advisor with 35 years of experience in the industry. He is passionate about his work with clients, paying close attention to details and building long-term relationships.
Ronald focuses on stock portfolio management and technical analysis. He takes careful consideration in offering advice that is based on each client's respective personal situation. This consideration provides a greater level of support and a strong array of resources to help clients achieve their short-term and long-term financial goals.
Ronald partners with clients to regularly monitor life situations to be proactive in considering any portfolio changes. He makes it his goal to provide open and ongoing communications to help to develop and maintain appropriate investment strategies.
Before joining NFP, he previously worked for Morgan Stanley, Citigroup and Lehman Brothers. He holds a Series 6 investment license, Series 3 commodity license and Illinois Life Insurance License. Outside of work, he enjoys gardening.
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS) an affiliate of Kestra IS. NFP Retirement Inc., an affiliate of NFP Corp. (NFP), is a Registered Investment Adviser. Advisory services are offered to clients or prospective clients where NFP Retirement Inc. and its representatives are properly licensed or exempt from licensure. No advice may be rendered by NFP Retirement Inc. unless an investment adviser agreement is in place. Insurance services offered through a licensed subsidiary of NFP or a member of PartnersFinancial or Benefits Partners, which are platforms of NFP Insurance Services, Inc. (NFPISI), a subsidiary of NFP. Some members of PartnersFinancial and Benefits Partners are not affiliated with NFP. Neither Kestra IS nor Kestra AS are affiliated with NFP, NFP Retirement, Inc., or NFPISI. ACR#8106161 Investor Disclosures: https://www.kestrafinancial.com/disclosures