Ronald Coltrane Jr serves as the Resident Director for Merrill's Wilkes-Barre Office. With over 15 years of experience in the financial services industry, he specializes in wealth management, banking, financing, and private placement investment management. As a Senior Financial Advisor and qualified Portfolio Manager, Ronald focuses on goals-based planning to help clients achieve their financial objectives through personalized wealth management strategies, including family wealth management, retirement planning, portfolio management, and tax minimization. Ronald holds a Bachelor of Arts degree in English from Pennsylvania State University and an MBA with a concentration in Finance from the Jay S. Sidhu School of Business and Leadership at Wilkes University. He maintains the designation of Personal Investment Advisor (PIA). Committed to community involvement, Ronald actively participates in local organizations and values spending time with his family.