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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

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?
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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