Yolles | Ron Yolles
YOLLES SAMRAH WEALTH MANAGEMENT, LLC
RONALD M. YOLLES, JD, CFA
Mr. Yolles is a Principal at Yolles-Samrah Wealth Management, LLC a Bloomfield Hills, Michigan based firm, which manages over $1 90 million for individuals, families, retirement plans and corporations.
is a nationally recognized authority in the areas of tax efficient investing and retirement planning and focuses his
research and writing on these areas.
is frequently quoted in both the national and local media and regularly speaks at national and local forums.
He is a former member of the Charles Schwab Institutional Advisory Board.
Mr. Yolles founded Yolles Investment Management in 1987 after working as an Investment Analyst and Portfolio Manager.
Mr. Yolles received a BA with honors from the University of Michigan in 1982 and a JD from the University of Michigan Law School in 1985.
earned his Chartered Financial Analyst
(CFA) designation in 1991 from the Institute of Chartered Financial Analysts
He is a member of the State Bar Association of Michigan (Probate and Estate Planning Section) and the CFA Institute . He is a past Director of the Investment Analysts Society of Detroit and a founding member and Director of the Council of Independent Financial Advisors (CIFA).
Ron Yolles sits on Charitable Endowment Boards with stewardship over $400 million in assets.
In 1998 he
published the best selling retirement book; YOU'RE RETIRED, NOW WHAT?
Money Skills for a Comfortable Retirement (John Wiley & Sons, Inc., New York, September 1998).
was twice recognized by Worth magazine
as one of the top financial advisors in the country.
second book on retirement, GETTING STARTED IN RETIREMENT PLANNING was published in December of 2000.