Ron Burdekin

I live in Brooks, Georgia with my wife, Amy, and our two children Jack and Lily Kate. I am an avid fisherman and love to create memories through travel and family vacations. Our family attends and participates in the ministries of Passion City Church – Trilith.

I have served clients as a Financial Advisor for 25 years, dedicating myself to developing enduring relationships with each successive generation of client families, guiding them through all life’s stages. From helping grandparents determine their retirement plans to providing young professionals with investment advice, I have relied on my decades-long experience to help me be the advocate clients need to grow and preserve their hard-earned assets.

In 1995, I earned a bachelor’s degree in accounting, Magna Cum Laude, from Clayton State University and began working as a Certified Public Accountant that same year. I first took on the role of Financial Advisor in 1999 at Merrill Lynch. In 2007, I opened an independent branch of Wells Fargo Advisors Financial Network, then joined Raymond James in 2018. I look forward to using my wealth of knowledge and my certification as a CERTIFIED FINANCIAL PLANNER® professional to provide clients with comprehensive investment advice, planning, and portfolio management services.

I serve as the lead Investment Strategist and Head of the CoWealth Investment Committee, focusing on portfolio management. By analyzing economic activity, and evaluating fundamentals and technical market trends, I am able to develop trading strategies and tactical asset allocation models to help clients grow and preserve their wealth.

Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation. Every investor’s situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. Prior to making an investment decision, please consult with your financial advisor about your individual situation.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.