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Ron Heymann

Ron Heymann, CFP® ChFC® 


Charter Financial Consultant  


Ron Heymann achieved his CERTIFIED FINANCIAL PLANNER™ certification in 2011 after successfully completing the Ken Zahn program at the University of North Florida. He has been teaching the certificate program at UNF since 2013, and also teaches several undergraduate courses at UNF. 

Heymann earned his bachelor's of science from Florida State University in 1997. After spending eight years with the Ritz-Carlton Hotel Company at properties across Florida, he returned to school and earned an MBA from the University of North Florida. Upon graduation in 2006, he embarked on a career in finance. His industry experience includes working as a portfolio specialist and account executive for Fidelity Investments. Now an independent investment adviser with Davis Capital Management in Jacksonville, Heymann is responsible for comprehensive financial planning and asset management for high net-worth clients throughout the Southeast.

Ron is a member of the Financial Planning Association of Northeast Florida, a trustee for the Fernandina Beach General Employee Pension Board, active in the Rotary Club of Fernandina, and chairs the fundraising committee for the McArthur YMCA. He donates time to a number of charitable organizations, providing counsel primarily on personal finance and planning-related issues. In his free time, he enjoys spending time with his wife and two children on the beaches of Amelia Island. He is also an avid scuba diver, and is known to strap on a tank and dive in any kind of environment, from the clear waters of the Caribbean to the murky, alligator-infested Cooper River in South Carolina. 


Ryan Newton

Ryan Newton, CFP®



Ryan Newton is a native of Georgia and relocated to Amelia Island when he was a young child. He is a graduate of Fernandina Beach High School. He earned his B.B.A. in finance and computer information systems from Mercer University where he graduated Magna Cum Laude. Newton earned his master’s degree with an emphasis in sports management from the University of Georgia. 


Newton has worked in the Greater Jacksonville area since 2003 and is now a financial planner with Gold Tree Financial, Inc. He became a CERTIFIED FINANCIAL PLANNER™ professional in 2007. Before joining Gold Tree Financial, Ryan formed his own Registered Investment Advisor firm in Jacksonville. He provided fee based financial planning along with investment advisory and management services. Newton holds his Series 7 and 66 securities licenses, as well as his life, health and variable annuity insurance license in the state of Florida. He is also licensed for insurance and securities in several other states. Newton is in the process of earning the Accredited Estate Planner® designation. He teaches the CERTIFIED FINANCIAL PLANNER™ curriculum, Casebook Workshops and the Comprehensive Live Review class around the country for Kenneth Zahn Inc. 


In his spare time, he enjoys watching a variety of sports, reading, surfing in Costa Rica and playing golf. 


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