My Background

Ron Bott, CRPC®

 

As a Financial Professional with New York Life, I sincerely believe that most people want to do what's right: right for themselves, right for their families, right for their busineses, and right for their employees. In fact, that's one of the reasons I joined the company back in 2015. I wanted the opportunity to work somewhere that made it easy for other people to do what was right, and more importantly, made it easy for me to do right by them.

I have been a proud resident of the Concord community for over 25 years, and therefore have a vested interest in seeing my friends, neighbors and fellow business owners succeed. As a husband and father of two children, I have many of the same hopes and aspirations as my clients and am happy to share with you all the resources and information New York Life has to offer.

As a business owner myself for over 20 years, I understand the financial needs of the business owner. I help my clients find the optimal solution for their specific needs and budget while offering complete and simple implementation to save them time and effort. With the resources and experts at New York Life, I can help you find the best possible solution for you and your business.

I am a licensed agent to sell insurance through New York Life Insurance Company and a registered representative to offer securities products and services through NYLIFE Securities LLC, (Member FINRA/SIPC), a Licensed Insurance Agency.

In addition to my professional experience, I hold MBA and BS degrees from Florida State University, a MS degree from the University of Massachusetts, and have participated in New York Life's well-known training program, NYLIC University. I also earned the Chartered Retirement Planning CounselorSM designation from the College for Financial Planning.

Of course, my background isn't really the one that matters. To be the best at my profession, I've found that getting to know my clients – their hopes, dreams and goals for the future – is the most important first step. So if you're looking for someone that's ready to put their knowledge and experience to work for you, please let me know.

Neither New York life Insurance Company nor its agents or affiliates provide tax, legal or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.

 

 

 

 

 
 
 
 

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