Ron Rhoades Email and Phone Number
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My goal is to empower others to achieve greater success and happiness in all aspects of their lives.I am the Financial Advisor of Scholar Financial, a practice within XY Investment Solutions, LLC, a fee-only, fiduciary investment advisory firm. I apply the prudent investor rule in connection with the design and management of investment portfolios. Providing services to executives and those approaching or in retirement who possess greater than $1M of financial assets.I pleased to also serve as an Associate Professor of Finance, and Director of the Personal Financial Planning program, within the AACSB-accredited Gordon Ford School of Business at Western Kentucky University (WKU). I currently teach classes in Applied Investments, Estate Planning, Legal and Regulatory Aspects of Personal Financial Planning, and Financial Plan Development (capstone). I have previously taught other courses, including Retirement Planning, Personal Finance, Risk Management and Insurance, Capital Markets, Advanced Investments, Business Law 1 & 2, and Principles of Finance.
Western Kentucky University
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Pedagogical Associate Professor Of Finance; Director Of Personal Financial Planning ProgramWestern Kentucky UniversityBowling Green, Ky, Us
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Financial AdvisorXy Investment Solutions, Llc Jul 2024 - Present
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Pedagogical Associate Professor Of Finance; Director Of Personal Financial Planning ProgramWestern Kentucky University Jul 2015 - PresentBowling Green, Ky, UsEmpowering my students to succeed, both in their careers and in all aspects of their lives.
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Attorney (Fl)Ron A. Rhoades, Attorney And Counselor At Law Jan 2012 - PresentFlorida law practice focused substantially in the areas of transfer taxation (estate, gift, and generation-skipping tax planning) and general estate planning. Please note: New clients are no longer accepted.
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Principal; Co-Manager; Financial AdvisorScholar Financial, Llc Jan 2023 - Aug 2024My financial planning and investment advisory firm, Scholar Financial, LLC, is now accepting new clients. For information about Scholar Financial, LLC, its services and fees, please email advisorinfo@scholarfinancial.com. Thank you.
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Speaker, Author, Consultant, Blogger.Self-Employed Jul 2003 - Aug 2024Speaker at financial planning and investment adviser conferences. Consulting services to financial services firms. Author of numerous articles and books. Currently working on a new book, "The Science of Investing," for anticipated publication later in 2023. Blogging on personal finance, retirement planning, fiduciary duties, investments, and more.
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Financial Advisor And Content Producer; Investment Adviser RepresentativeArgi Investment Services Llc Mar 2021 - Jan 2023 -
Financial Planner And Investment Adviser RepresentativeRon A. Rhoades, Sole Proprietor, D/B/A Scholar Financial Jan 2017 - Mar 2021
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Financial Planner And Investment Adviser RepresentativeGarrett Investment Advisors, Llc D/B/A Scholar Financial Feb 2016 - Jan 2017
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President; Principal; Financial Planner; Investment Adviser RepresentativeScholarfi Inc. Sep 2011 - Mar 2016New York, Ny, UsPresident, Principal, Financial Planner, and Investment Adviser Representative -
Asst. Professor And Program Chair (Financial Planning Program)Alfred State A/K/A Suny Alfred Jul 2011 - Jun 2015Alfred State was a great experience for me, and I enjoyed my collaborations with faculty, administration, and students. While the opportunity at WKU was too good to decline, I continue to miss my students, friends and colleagues at Alfred State, a wonderful residential college in a beautiful area of western New York State.
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President; Attorney-At-LawRon A. Rhoades, P.A. Jan 1989 - Dec 2011
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Private Wealth Manager, Director Of Research, Director Of Estate Planning, Cco, Co-ManagerJoseph Capital Management, Llc Oct 2001 - Sep 2011Serving retirees, executives, and closely held business owners through conservative, academic-based and evidence-based, investment solutions and holistic planning.
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Consultant, Retirement Planning ProjectPrudential Financial Mar 2000 - Sep 2000Newark, New Jersey, UsAssisted in the development of a program to provide retirement planning services to those retiring from large companies. -
A Fun-Filled College LifeUscga, Land Of Oz, Walt Disney World, And More Sep 1979 - Aug 1983Lake Buena Vista, Florida, UsEmbodying his love of life and adventure, Ron Rhoades sailed across the Atlantic and back on a tall ship, performed in road shows in Europe and America as a Disney Character (and in shows and parades at the Walt Disney World Resort), rowed on a crew team (silver medal, small college NCAA nationals, freshman 8’s), marched in the Macy’s Thanksgiving Day Parade, marched in competition as a member of a state-championship rifle drill team, escorted numerous celebrities around Central Florida (Rock Hudson and many more), undertook a one-week solo canoe trip into The Everglades, performed as a “Tin Man” at a mountaintop theme park in North Carolina (“The Land of Oz”), and served as a stage manager and talent scheduling coordinator for entertainment productions at Walt Disney World ... And then he graduated college.
Ron Rhoades Skills
Ron Rhoades Education Details
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University Of Florida - Fredric G. Levin College Of LawLaw -
Florida Southern CollegeBusiness Administration
Frequently Asked Questions about Ron Rhoades
What company does Ron Rhoades work for?
Ron Rhoades works for Western Kentucky University
What is Ron Rhoades's role at the current company?
Ron Rhoades's current role is Pedagogical Associate Professor of Finance; Director of Personal Financial Planning Program.
What is Ron Rhoades's email address?
Ron Rhoades's email address is ro****@****wku.edu
What is Ron Rhoades's direct phone number?
Ron Rhoades's direct phone number is +127078*****
What schools did Ron Rhoades attend?
Ron Rhoades attended University Of Florida - Fredric G. Levin College Of Law, Florida Southern College.
What are some of Ron Rhoades's interests?
Ron Rhoades has interest in Writing, Kayaking, Economic Empowerment, Of Finance In Bowling Green, Research, Civil Rights And Social Action, Education, Environment, Sailing, Science And Technology.
What skills is Ron Rhoades known for?
Ron Rhoades has skills like Investments, Wealth Management, Financial Planning, Investment Advisory, Public Speaking, Estate Planning.
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