Ronald W. Barton has been with Waddell & Reed for four decades. In that time he has helped many clients better understand their financial options as they plan for the future. His forte is helping clients stay focused on pursuing their short-, medium- and long-term goals despite the day-to-day changes in their lives and in the market.
Since its inception in 2006, Ronald has been named to the Chairman’s Cabinet four times, one of the highest honors at Waddell & Reed award to the firm’s most productive financial advisors based on an analysis of sales activity generated by the advisor. He has also received the 7C’s Award, a highly regarded distinction recognizing an advisor or manager who personifies each of the seven core values: Clients, Character, Commitment, Convergence, Creation, Competitiveness and Camaraderie.
He is a 26-time qualifier for the Crest Award which recognizes performance excellence and is bestowed to the most productive financial advisors affiliated with the firm based on an analysis of investment, insurance and financial planning sales. And, he is a 37-time qualifier for the for the national Circle of Champions conference, which recognizes the top financial advisors affiliated with the company based on an analysis of investment, insurance and financial planning sales generated by the advisor. He has also been named a member of the Top Advisor Form several times.
At Waddell & Reed we spend our days focused on the ‘what if’ scenarios of the lives for our clients. Here are some ‘what if’ scenarios of our own:
What if you could only give one piece of financial advice? What would it be?
A part of all you earn is yours to keep.
What if you had the day off to do anything you wanted? What would you do?
Fish, hunt or fly.
What if you had the job you wanted when you were 5 years old? What would you be doing?