Brenda Ramsey, Cpa, Cfp®, Cws®

Brenda Ramsey, Cpa, Cfp®, Cws® Email and Phone Number

Partner at Brunette & Associates LLC @ Brunette & Associates LLC
indianapolis, indiana, united states
Brenda Ramsey, Cpa, Cfp®, Cws®'s Location
Indianapolis, Indiana, United States, United States
Brenda Ramsey, Cpa, Cfp®, Cws®'s Contact Details

Brenda Ramsey, Cpa, Cfp®, Cws® personal email

n/a

Brenda Ramsey, Cpa, Cfp®, Cws® phone numbers

About Brenda Ramsey, Cpa, Cfp®, Cws®

I graduated from Manchester College in North Manchester, Indiana with a Bachelor of Arts and a Master’s degree in Accounting. I held various accounting positions during the first eleven years of my career, before joining Brunette & Associates, LLC in 2004.My accounting background and passion for helping clients achieve their financial goals makes the financial planning industry a great fit for me. My areas of interest include retirement income and distribution planning, tax efficient investment and estate planning, life and disability insurance, and long term care insurance.Registered Representative offering securities through Cetera Advisors LLC (doing insurance business in CA as CFGA Insurance Agency LLC – Insurance License #0I32305), a Registered Broker/Dealer, Member FINRA/SIPC. Investment Advisory services offered through Cetera Investment Advisers LLC, a Registered Investment Adviser. Cetera firms are under separate ownership from any other named entity. All third-party posts are the responsibility of their respective authors. These opinions and information are subject to change at any time without notice or obligation of notification. The information is intended for informational purposes only and is not intended to provide tax, legal or investment advice.

Brenda Ramsey, Cpa, Cfp®, Cws®'s Current Company Details
Brunette & Associates LLC

Brunette & Associates Llc

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Partner at Brunette & Associates LLC
indianapolis, indiana, united states
Website:
brunetteandassociates.com
Employees:
20
Brenda Ramsey, Cpa, Cfp®, Cws® Work Experience Details
  • Brunette & Associates Llc
    Partner
    Brunette & Associates Llc Mar 2020 - Present
    500 E. Ohio Street Suite 200 Indianapolis, In 46204
    View
  • Brunette & Associates Llc
    Wealth Manager
    Brunette & Associates Llc Sep 2004 - Feb 2020
    500 E. Ohio Street Suite 200 Indianapolis, In 46204
    View
  • Simon Property Group
    Senior Accountant, Financial Reporting
    Simon Property Group Nov 2000 - Aug 2004
    Responsible for financial reporting for 4 malls, including the Mall of America in Minnesota.
    View
  • Ramsey, Inc.
    Accountant
    Ramsey, Inc. Sep 1995 - Nov 2000
    Sole accountant for family owned Heating & Air Conditioning business.
  • Baldwin & Lyons, Inc.
    Accounting Dept
    Baldwin & Lyons, Inc. Jun 1993 - Sep 1995
    View

Brenda Ramsey, Cpa, Cfp®, Cws® Skills

Estate Planning Investments Strategic Financial Planning Retirement Retirement Planning Securities Insurance Financial Analysis Financial Planners Finance Personal Financial Planning Tax Disability Insurance Series 7 Investment Management Cpa Long Term Care Insurance Series 63 Asset Management

Brenda Ramsey, Cpa, Cfp®, Cws® Education Details

Frequently Asked Questions about Brenda Ramsey, Cpa, Cfp®, Cws®

What company does Brenda Ramsey, Cpa, Cfp®, Cws® work for?

Brenda Ramsey, Cpa, Cfp®, Cws® works for Brunette & Associates Llc

What is Brenda Ramsey, Cpa, Cfp®, Cws®'s role at the current company?

Brenda Ramsey, Cpa, Cfp®, Cws®'s current role is Partner at Brunette & Associates LLC.

What is Brenda Ramsey, Cpa, Cfp®, Cws®'s email address?

Brenda Ramsey, Cpa, Cfp®, Cws®'s email address is br****@****ast.net

What is Brenda Ramsey, Cpa, Cfp®, Cws®'s direct phone number?

Brenda Ramsey, Cpa, Cfp®, Cws®'s direct phone number is +131751*****

What schools did Brenda Ramsey, Cpa, Cfp®, Cws® attend?

Brenda Ramsey, Cpa, Cfp®, Cws® attended Cannon Financial Institute, College For Financial Planning, Manchester University.

What are some of Brenda Ramsey, Cpa, Cfp®, Cws®'s interests?

Brenda Ramsey, Cpa, Cfp®, Cws® has interest in Golf, Running, Church Choir And Praise Team.

What skills is Brenda Ramsey, Cpa, Cfp®, Cws® known for?

Brenda Ramsey, Cpa, Cfp®, Cws® has skills like Estate Planning, Investments, Strategic Financial Planning, Retirement, Retirement Planning, Securities, Insurance, Financial Analysis, Financial Planners, Finance, Personal Financial Planning, Tax.

Who are Brenda Ramsey, Cpa, Cfp®, Cws®'s colleagues?

Brenda Ramsey, Cpa, Cfp®, Cws®'s colleagues are Hannah Enriquez, Nick Leath, Cheryl Foster, Dan Brunette, Cfp®, Ricp®, Clu, Chfc, Casl, Susan Freeland Alws, Melinda Woolsey, Michelle Kelly.

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