Ronald Wall is the Founder and Managing Partner of Windsor Wealth Management, bringing more than 25 years of experience in investment management and financial services. Based in the Greater Philadelphia area, Ron works with high-net-worth individuals, nonprofit organizations, and multi-generational families, helping them navigate various aspects of their financial lives.

 

Prior to founding Windsor Wealth Management, Ron served as an Executive Director and Financial Advisor at J.P. Morgan Securities in Philadelphia. In that role, he utilized the firm’s investment platforms, including the Portfolio Management Program, to create diversified strategies using equities, exchange-traded funds, and fixed income instruments. Today, Ron continues to incorporate similar approaches tailored to his clients' individual needs and objectives.

 

Ron’s interest in investing began in high school when a classroom assignment led him to research and purchase his first stock. That experience sparked a long-standing interest in both fundamental and technical analysis—disciplines that continue to inform his investment philosophy. He is committed to understanding each client’s investment experience and risk tolerance, working collaboratively to define personalized financial goals.

 

Over the years, Ron has developed longstanding relationships based on integrity and a strong commitment to client service. His prior experience includes roles at Wertheim-Schroder, Pennsylvania Merchant Group, UBS Financial Services (as Senior Vice President), and Smith Barney (now Morgan Stanley).

 

Ron earned a Bachelor of Science degree from the University of Cincinnati. He lives in Gladwyne, Pennsylvania, with his wife, Patricia. They enjoy visiting their grown daughters in Brooklyn, New York, and Washington, D.C.