Broker Check
Ron  Olsson

Ron Olsson

Financial Advisor

Ron Olsson has been a Financial Advisor with GCG Wealth Management since relocating from Manhattan Beach, in 1995. Ron is passionate about inspiring clients to implement plans focused on goals and priorities that align with their family values. 

Ron lives in Davidson, NC with his wife Kim, and their twins, Ashley and Zach who attend Community School of Davidson.

Ron is a member of Davidson United Methodist Church, Northstone Country Club, and Lake Norman Chamber of Commerce. He is a Past President of the Charlotte West Rotary. Ron stays involved in the community by giving his time to various projects and charitable events. He has a long history of coaching recreational soccer, basketball, and baseball.

Ron is a Life and Qualifying Member of “Million Dollar Round Table” (MDRT) which is said to represent the top 1% of advisors in the world.  Ron is a Registered Representative and Investment Advisor Representative of Woodbury Financial Services, Inc. Ron has earned his Series 6, 7, 63, and 65 registrations as well as his Life, Health and Long Term Care Insurance licenses.

Ron enjoys golf, running, reading, and throwing tennis balls to his black lab.  He also enjoys watching his children play soccer with the Carolina Rapids and their high school.

Professional Focus includes:

  • Investment Strategies and Asset Management 
  • Life Insurance 
  • Disability Insurance 
  • Retirement Preparation and Income Solutions 
  • SEP and SIMPLE IRA 
  • 401(k) and IRA rollovers 
  • IRAs 
  • ROTH IRAs (including conversions) 
  • Annuities 
  • Pension Maximizing Strategies 
  • Long Term Care 
  • Business Succession Strategies  
  • Estate Preservation 
  • College Funding 
  • Group Employee Benefits

 

Qualifying membership in the MDRT is based on minimum sales production requirements and gross business generated within a year. Lifetime membership is achieved in the 10th year and this status is maintained in future years by attesting annually to having met current minimum production levels and by paying the required dues. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.