Ron Heymann achieved his CERTIFIED FINANCIAL PLANNER ™ certification in 2011 after successfully completing the Zahn partnered program at the University of North Florida and attending the live review in Tampa. (Best part? – Eating breakfast with Ken almost every morning of the review!) He added the Charter Financial Consultant (ChFC)® designation in 2013. As Executive Wealth Advisor for Davis Capital Management in Jacksonville, Ron is responsible for comprehensive financial planning and asset management for high net-worth clients throughout the Southeast.
Ron earned his Bachelors of Science from Florida State University in 1997. After spending 8 years with the Ritz-Carlton Hotel Company at properties across Florida, Ron returned to school and earned an MBA from the University of North Florida. Upon graduation in 2006, he embarked on a career in finance. His industry experience includes working as a Portfolio Specialist and Account Executive for Fidelity Investments.
Ron is a member of the FPA, Rotary, and the Nassau County Chamber of Commerce, among other professional and civic groups. He donates time to several non-profit and municipal boards of trustees, providing counsel primarily on finance and planning related issues. In his free time, he enjoys relaxing with his wife and two children on the beaches of Amelia Island. He is also known to strap on a scuba tank to dive in any kind of environment, from the clear waters of the Caribbean to the murky, alligator-infested Cooper River in South Carolina.
Ron is honored to be working with Zahn, Inc. He believes that Ken’s program and instructors were instrumental in his being able to confidently take (and pass!) the CFP® exam and continue to contribute to his success as a planner.