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September 10, 2010 @ 05:31 PM

Dow Jones Industrials 10,462.77+ 47.53
Nasdaq Composite 2,242.48+ 6.28
S&P 500 1,109.55+ 5.37

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Ronald Molles

Welcome to My Website!


EDUCATION

 

Western Connecticut State University

BS in Chemistry 1987

 

CAREER

 

1975 - 1988: Analytical Chemist
·  Analysis of clothing and pyrotechnic dyes for color,

   concentration and other chemical properties. 

·  Analysis of pharmaceuticals for efficacy,

   concentration and other chemical properties. 

·  Published scientific article in "The Journal of

   Chromatography."

 

1988 - 1997: Various Entrepreneurial Endeavors

 

1997 - Present: AXA Advisors Financial Consultant

2003 - Present: AXA Advisors Vice President
A diversified practice in multiple service and

   product lines including:
·  Financial planning & life insurance analysis.
·  Mutual funds, asset management accounts,

   annuities, and wrap fee accounts.
·  Majority of production involves estate planning

   work funded through life insurance and other

   financial products.
· 
Experience in the development of CPA and

   attorney referral relationships.
· 
Assets under management approximately

   $25 million.
· 
All new business is through a referral basis.
·  Interviewing, hiring, training, and development of

   new financial professionals.

 

 

 

 

 

 

 


PERSONAL


 

 

 

 

·  Lives in Danbury, CT with wife Jan
· 
Member of Rock Ridge Country Club in Newtown, CT

   serving on the Golf Committee
·  AXA Advisors Qualifications:

Divisional Leaders Corp 1998 & 1999

Presidents Cabinet 2000

National Leaders Corp 2001

Circle of Excellence 2004

Centurion 2003, 2005, 2006, 2007 & 2008

·  Awarded National Builders Trophy in 2003, 2005, 2007 & 2008

·  Awarded Delevoping District Awards in 2003, 2004 & 2005,

   finishing #1, #5 & #3 in the country for each respective

   year

·  Stamford Branch Divisional Vice President of the Year

   2003, 2004, 2005, & 2006

·  Million Dollar Round Table Qualified 2000, 2001, 2003,

   2004, 2005, 2006, 2007, 2008

·  Awarded the title of Retirement Planning Specialist by AXA

   Advisors based on the receipt of a Wharton Certificate in

   Retirement Planning

  

 

 

Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania.

 

 

 

Newsletters

HOT TOPIC: What You Don't Know About Life Insurance

The common perception is that life insurance is primarily needed to help protect young families in the event that a major wage earner dies before the children are grown. The reality is that far more people either need or could benefit from owning the appropriate life insurance policy.

HOT TOPIC: New Rules Likely Making Credit Cards More Expensive

New rules designed to limit credit-card issuers from quietly raising interest rates and fees will undoubtedly help consumers become more aware of the terms and conditions on their credit cards. But the real news is that the Credit Card Accountability, Responsibility and Disclosure Act of 2009 (CARD) may actually be making credit cards more expensive to use.

A Look at the Second-Half Outlook

Here we are halfway through the year and there's still no clear verdict on whether investors were justified in their optimism. But there are a number of developments on the horizon that could be important to investors.

A Question of Identity

The Federal Trade Commission estimates that up to 9 million Americans are victims of identity theft each year. Education is the first step to help protect yourself from ID theft. Take this short quiz to see how much you know.

More Newsletters →

Calculators

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

More Calculators →

Contact Info