Ron Heymann, Jr
CFP®, ChFC®, MBA
Davis Capital Management
Executive Financial Advisor
Ron Heymann, Jr
CFP®, ChFC®, MBA
Davis Capital Management
Executive Financial Advisor
As a fee-only CERTIFIED FINANCIAL PLANNER™ professional, my focus is to offer unbiased financial advice to help you achieve your life goals. - Ron Heymann, Jr, CFP®, ChFC®, MBA
Fee-Only financial planner located in Jacksonville, FL, serving clients locally and across the country
Ron Heymann, Jr is a Jacksonville, FL fee-only financial advisor serving clients locally and across the country. Davis Capital Management provides comprehensive financial planning including tax planning, estate planning, and wealth management to help individuals, families, and business owners organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Ron Heymann is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Ron Heymann, Jr joined Davis Capital Management in January 2013 as Executive Wealth Advisor. A longtime Amelia Island resident, Ron is an Episcopal alumnus, as well as a Florida State University graduate (B.S. ’97) who earned an MBA from The Coggin College of Business at UNF (’06). Professional designations include earning the CFP® certification in 2011. Prior to joining Davis Capital Management, Ron worked for Fidelity Investments in Johnson City, Tennessee as an Account Executive. An avid outdoorsman, Ron enjoys spending time with his wife and two kids fishing, sailing, hiking, and traveling abroad.
Ron Heymann, Jr is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Since our founding, Davis Capital Management has placed its client’s best interest first. We have long realized that if our clients and friends are to truly trust the advice we give, then our professionals must act with the highest level of integrity. The only way to ensure that all Davis Capital Management employees are living up to this standard is hold us all legally accountable and we would not have it any other way. So, while most other financial advisors and firms do what they can to avoid the fiduciary standard, we run to embrace it.
When you meet with Davis Capital Management you will not be attacked by salesmen and placed under duress to purchase an investment product. Our professionals will educate you on our process and provide custom solutions to your unique situation. At Davis Capital Management we lead by a different standard.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Ron Heymann, Jr is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Ron Heymann, Jr is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Ron Heymann, Jr is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Ron Heymann, Jr is a Chartered Financial Consultant® (ChFC®)Chartered Financial Consultant® designations are granted upon completion of seven required courses and two elective courses. Those who earn the designation are understood to be knowledgeable in financial matters and to have the ability to provide sound advice.
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Ron Heymann, Jr is a Member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Davis Capital Management is a Member of the The Chamber of Nassau County, Florida
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Ron Heymann, Jr is a Member and Past President of the Rotary Club of Fernandina Beach
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Ron Heymann, Jr Serves on the Board of Directors for the Financial Planning Association of Northeast Florida
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Ron Heymann, Jr is a Program Chair and Visiting Financial Planning Instructor at the University of North Florida's Coggin College of Business
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Ron Heymann, Jr is Quoted in Florida Daily: "UNF Ranked in Top 5 Colleges for Financial Planning"
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Ron Heymann, Jr is Quoted in the Jacksonville Daily Record: "UNF financial planning program ranked No. 5 in U.S."
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Ron Heymann, Jr is Featured in the Fernandina Observer: "Rotary Club of Fernandina Beach donates a four-year scholarship to Take Stock in Children"
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Ron Heymann, Jr is Quoted in UNF Spinnaker Magazine: "The influencer lifestyle isn’t attainable for everyone"
Contact Ron Heymann, Jr
Office Locations:
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4788 Hodges Blvd
Suite 201
Jacksonville, FL 32224
