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Jackie Ramsey

Financial Advisor

Jackie Ramsey is a Financial Advisor at Merrill Lynch Wealth Management, based in New York. She has over 15 years of experience in various sectors including sales, marketing, operations, and business development. In June 2022, she transitioned into the financial sector by joining Merrill Lynch, where she focuses on high-net-worth individuals, leading marketing and new business development efforts.12

Education and Certifications

  • Education: Jackie holds a Bachelor's Degree from the University of Michigan, which she obtained between 1992 and 1996.

  • Certifications: She is a licensed Personal Investment Advisor, having received her certification in May 2023.12

Professional Experience

  • Current Position: Financial Advisor at Merrill Lynch Wealth Management since June 2022.

Jackie Ramsey is also noted for her commitment to connecting diverse backgrounds and values within her professional environment.13

Highlights

Jul 16 · linkedin

Many business owners and executives have a large portion of their portfolio in a single stock. Sometimes it makes a lot of sense to consider strategies to help unlock potential opportunities and manage possible risks. Sharing something here to learn more...

Jul 10 · linkedin

Some say Knowledge is Power. We say, Knowledge is CONFIDENCE!

Personal Wealth Analysis is all about building a personalized plan to address what matters most to you — and more importantly, helping you achieve your goals. And that's our focus.

Related Questions

What specific strategies does Jackie Ramsey use for high-net-worth individuals?
How did Jackie Ramsey transition from sales and marketing to financial advising?
What are some notable achievements of Jackie Ramsey at Merrill Lynch?
How can I contact Jackie Ramsey directly?
What certifications does Jackie Ramsey hold in the financial sector?
Jackie Ramsey
Jackie Ramsey, photo 1
Jackie Ramsey, photo 2
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Experience

Financial Advisor at Merrill Lynch Wealth Management (June 2022 - Present)
15+ years in sales, marketing, operations, and business development

Education

Bachelor's Degree from University of Michigan (1992 - 1996)

Location

New York, United States