Ronald Zweig, Investment Advisor Representative, CPA, Partner

Ronald Zweig, CPA - Chicago CPA

1717 Deerfield Road
Suite 300 South
Deerfield, IL 60015

Chicago

300 W Adams St
Suite 810
Chicago, IL 60606

Phone: (312) 236-9846
Fax: (312) 236-5083
Mobile: (312) 933-9372
bkaplan@waradydavis.com

Phone: (847) 267-9600
Fax: (847) 267-9696

Background

Ronald S. Zweig, CPA, is a Partner with Warady & Davis LLP and formerly a principal of Rosenfeld Zweig & Donenberg Ltd.  In addition, Ron is an Investment Advisor Representative and owner of R S Zweig Financial Advisors.   Ron brings forty years of experience in a broad range of tax, accounting and financial services.   His process is goal driven by providing financial services including wealth accumulation, preservation of capital, portfolio management, financial planning – retirement income, and estate planning.

Ron is an investment advisor representative with Securities America, Inc.  Securities America is one of the largest and most respected independent broker dealers in the country and all trades clear through NFS – National Financial Services.

By focusing on overall financial goals and needs, Ron helps his clients meet today’s opportunities and challenges.  As a Warady & Davis Partner, Ron provides a broad range of accounting and tax services including consulting, financial reporting and tax planning with respect to individuals, partnerships, corporations, proprietorships, trusts, and estates. His industry expertise includes professional services, wholesale distribution, investment partnerships, financial service companies, real estate ventures and retail operations.

Ron has extended his expertise to community service as the City Treasurer of Highland Park, Illinois for a term of eight years and as a member of the Business and Economics Development Commission of Highland Park, Illinois. Ron also served, for eight years, on both the Highland Park Police Pension Fund and the Highland Park Fire Pension Fund. He brought to Highland Park a source of knowledge regarding local business development, investment advisory expertise and related issues.

Professional and Civic Affiliations

  • Financial Services Institute
  • American Institute of Certified Public Accountants
  • Illinois CPA Society
  • Served on the Highland Park Police Pension Fund and the Highland Park Fire Pension Fund
  • City Treasurer, Highland Park, IL
  • Member of the Business and Economics Development Commission of Highland Park, IL
  • MSI Global Alliance

Education

  • Bachelor of Science in Accountancy, Roosevelt University, IL
  • C.P.A. license in the state of Illinois

Investment Advisory Licensed In:

AZ, CA, CT, FL, IL, IN, MD, ME, MI, MO, NC. NM, NY, OH, OR, TX, WA

Insurance Licensed In:

AZ, IL, WA

“By developing long-term relationships with my clients, I am able to integrate their business and financial needs with their personal objectives.”