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Ronald Smith

Service & Conversion Manager for Retirement Plan Services

I joined Legacy Planning’s Retirement Plan Services team in 2016 as a Service & Conversion Manager.  Prior to Legacy Planning, I worked for the Vanguard Group where I served at varying levels of retirement planning client service, relationship and administration roles for over 28 years. Throughout my career, I have established a reputation for strong communication, effective client service and steady leadership skills.

Outstanding achievement in customer service, client administration, relationship building, retirement plan management, and job focus are the most valuable attributes that I bring to my Service and Conversion Manager role at Legacy Planning.

I attended Bloomsburg University where my education coursework focused on Business Administration.

I live in Royersford, PA with my wife and family. When I’m not working, I enjoy golfing, traveling and spending time with my family and friends.

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