Our Team

Ronald Anno, Founder and Investment Advisor Representative

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Ron Anno began his career over thirty years ago in the insurance business. Starting as a Field Salesman at United Insurance Companies Inc., he very quickly rose through the ranks to a Senior Manager and was recognized as #1 National Manager of the Year.


Mr. Anno was Co-Founder and eventually sold his interest in NT Securities, with offices in downtown Chicago at the Chicago Board of Trade.  NT Securities serviced clients in over 50 different countries. He served on the Board of Directors and as a Consultant to Fiji Trading Company for over seven years and served as President of S.C.O.T. Financial Services Inc. for over fourteen years.  Ron has passed the Series 63 and 65 securities exams.


As a financial advisor and speaker, Ron is taking a different approach to financial guidance by working, when possible, with his clients' attorneys and accountants creating tax favorable investment plans.  "After more than 30 years in the business as a financial advisor, I've had an opportunity to see what works and most importantly what doesn't when it comes to creating a financial plan.  My main focus when creating a plan is to help my clients achieve their financial goals of not outliving their money during retirement.”     


Ron lives in Sarasota, Florida with his wife, Debra.  They have three beautiful adult children.

Debra Anno, Licensed Assistant

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Debra worked for the University of Pittsburgh early in her career as the Data Manager for a research grant on Angioplasty. After moving to Florida and while raising three children, she started to work in the insurance and financial services industry. Debra had oversight of an office of more than 60 filed agents based out of Clearwater, Florida. She processed business for the number one health and life division office in the United States – within the company to which she was employed. She now works as a Licensed Assistant to her husband, Ronald Anno. 

Denise Hegarty, Office Manager

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Denise is originally from New York. During her career in New York, she worked for Orange County Probation Department and Orange County Sheriff’s Office for over 11 years.  Denise moved to Florida in 2015, and over the last four years she has worked in the financial services industry with extensive experience working with Financial Advisors and has worked with various custodians, such as Schwab, Fidelity and TD Ameritrade.  In February of 2018, Denise joined the team and began working with Ronald Anno as his Office Manager.  Denise is the mother of 24-year-old twin daughters, Tara and Danielle.  Denise lives in Port Charlotte and during her spare time she enjoys sitting poolside or going down to the beach.

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