Ron Cartier

Client Service Specialist

Ron serves as the lead administrative professional in our Matthews office. Ron provides point of contact, top-tier client services with an emphasis on serving our clients in a highly efficient manner. His responsibilities include seamless onboarding of new clients, as well as ensuring all clients enjoy their experience with the firm. 

Ron brings extensive experience within the financial operations sector, along with additional background in real estate and business management. New to Water Oak in 2023, Ron brings a new perspective to our client relations with great attention to their needs while understanding the importance and value of their time, as we navigate through the complex regulatory process inherent in this business of Financial Planning and Advisory work.

Ron moved to the Charlotte/Matthews area in 1996 owning and operating retail stores. He later founded Carolina Superior Properties and became the Operations Manager for an office of the New York Life Insurance Company located in Waxhaw, NC.

Ron is a Member of Saint Luke Catholic Church in Mint Hill, and a 3rd Degree Knight with the Knights of Columbus Council 12832.

Phone 7042467652
Fax 7042467634