About Ronald

Ronald R. Milone serves as a partner in the Tax & Business Services division of the Firm’s Long Wharf Drive office in New Haven, Connecticut. He serves as a personal financial planning specialist for his clients and is a Financial Industry Regulatory Authority (FINRA) registered representative. He also holds a producer license in the areas of life and health insurance.

Professional & Civic Affiliations

  • American Institute of Certified Public Accountants (AICPA)
  • Connecticut Society of Certified Public Accountants (CTCPA)
  • New Haven Chamber Small Business Council
  • The Diaper Bank, Board of Directors


  • Series 6
  • Series 66
  • Life and Health Insurance
  • Fixed and Variable Annuities
Industry Focus

Family-Owned Businesses
High Net Worth Individuals
Professional Services
Law Firms
Insurance Agencies
Real Estate


Master of Business Administration
University of Connecticut

Bachelor of Science, Accounting
University of Connecticut

Investment Advisory Services are offered through Heritage Capital, LLC located in Woodbridge, Connecticut.

Securities and Insurance Products:
Investments are Not Insured by FDIC or any Federal Government Agency | May Lose Value | Not a Deposit of or Guaranteed by a Bank.

Accreditations & Designations

Certified Financial Planner