Ronald A. Heath

Financial Advisor,
Advice & Wellness

Contact CAPTRUST
Biography
Education & Other Highlights
Location(s)

Ronald Heath is a wealth management financial advisor based in Raleigh, NC.

CAPTRUST welcomed Ronald to our team in 2021. He brings over 30 years of experience serving clients in complex sectors of the financial services industry. Ronald has a knack for building relationships that thrive. Through this client-centric approach, he provides a unified source for employer benefits planning, retirement income planning, long term health, and supplemental insurances.

Ronald joined us from Equitable Advisors where he established a full-service wealth management practice with particular emphasis on health care and supplemental coverage insurance. He has also held various roles with Financial Partners Credit Union, Merrill Lynch, Bank of America, and UBS Financial Services. Ronald began his career at Fidelity Investments. He earned a Bachelor of Science degree from University of California, Berkeley, and a Master of Public Administration degree from the Golden Gate University.

Education

  • Bachelor of Science degree from University of California, Berkeley
  • Master of Public Administration degree from Golden Gate University

Resources

Get Informed

From best practices and market insights to financial planning strategies, our team is sharing must-know information for every client type.