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September 05, 2010 @ 07:44 PM

Dow Jones Industrials 10,447.93+ 127.83
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S&P 500 1,104.51+ 14.41

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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

The Problem with Investment Gains

Believe it or not, a significant investment gain, especially one from an unexpected source, can pose a risk to your progress toward long-term goals if it's not handled properly.

Fixed Annuities May Offer Stability

A source of guaranteed income may help remove some of the uncertainty associated with retiring when the financial markets are fluctuating.

The Return of the Initial Public Offering

After a drought of initial public offerings over the past few years, the IPO market finally began to perk up in the second quarter of 2009.

TIPS for Fighting Inflation

Although inflation has been fairly quiet over the past few years, it remains a perennial concern for investors because it reduces the value of money over time.

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

Phone: 203-326-7348

ronald.molles @axa-advisors.com

Local Office | Branch Office