Homer Ramirez Jr., Cfp®, Cpwa®, Cepa®

Homer Ramirez Jr., Cfp®, Cpwa®, Cepa® Email and Phone Number

Senior Vice President at Ramirez Family Wealth of Raymond James @ Raymond James
st. petersburg, florida, united states
Homer Ramirez Jr., Cfp®, Cpwa®, Cepa®'s Location
Frisco, Texas, United States, United States
About Homer Ramirez Jr., Cfp®, Cpwa®, Cepa®

Homer Ramirez Jr., Cfp®, Cpwa®, Cepa® is a Senior Vice President at Ramirez Family Wealth of Raymond James at Raymond James.

Homer Ramirez Jr., Cfp®, Cpwa®, Cepa®'s Current Company Details
Raymond James

Raymond James

View
Senior Vice President at Ramirez Family Wealth of Raymond James
st. petersburg, florida, united states
Website:
raymondjames.com
Employees:
12938
Homer Ramirez Jr., Cfp®, Cpwa®, Cepa® Work Experience Details
  • Raymond James
    Senior Vice President - Wealth Management
    Raymond James Apr 2024 - Present
    United States
    Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm Raymond James & Associates, Inc., Member New York Stock Exchange/SIPCCertified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA ®” and “Certified Private Wealth Advisor ®”. Use of the CPWA ® or Certified Private Wealth Advisor ® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for wealth advisors.
  • J.P. Morgan Wealth Management
    Senior Vp - Private Client Advisor
    J.P. Morgan Wealth Management Jan 2016 - Apr 2024
    Rockwall, Texas
  • J.P. Morgan Securities Llc.
    Financial Advisor
    J.P. Morgan Securities Llc. 2015 - 2016
  • Eagle Strategies, Llc
    Financial Advisor
    Eagle Strategies, Llc 2014 - 2015
    Dallas/Fort Worth Area
    Through my affiliation with Eagle Strategies, LLC, a Registered Investment Adviser, I provide sophisticated wealth management services by designing customized investment solutions that address my clients’ unique investment objectives and risk tolerance levels. My investment experience, coupled with Eagle’s diverse team of investment experts, allows me to provide the continuous financial guidance needed to help my clients achieve long-term financial success.
  • New York Life Insurance Company
    Financial Services Professional
    New York Life Insurance Company 2013 - 2015
    Dallas/Fort Worth Area
  • Merrill Lynch
    Financial Advisor
    Merrill Lynch 2011 - 2013
    Dallas/Fort Worth Area
    Focused on developing wealth management strategies for business owners and retirees. Through a Goals Based investment philosophy we helped clients reach short, intermediate, and long term financial goals. He works with families to implement retirement income strategies and transfer wealth to future generations.
  • National Home Services
    Sales Management Consultant
    National Home Services 2008 - 2010
    Toronto, Canada Area
    Responsible for training and development of field sales organization. National Home Services is a Canadian company committed to helping Ontario residents feel at ease with the benefits of renting a highly efficient Energy Star water heater. Providing the latest in energy efficient water heaters for residential clients.
  • Universal Energy Corporation
    Sales Management
    Universal Energy Corporation 2005 - 2009
    Toronto, Canada Area
    Responsible for the management, training and development of the field sales force. Began with the launch of UEC in 2005 through the IPO on the TSX and ultimate aquisition by Just Energy in 2009. Universal Energy along with its affiliates focus on helping consumers manage their energy costs through fixed-rate, fixed-term energy contracts to avoid the uncertainty of market fluctuations in energy prices. Universal Energy Corporation® serves the residential, commercial, and industrial markets.

Homer Ramirez Jr., Cfp®, Cpwa®, Cepa® Education Details

Frequently Asked Questions about Homer Ramirez Jr., Cfp®, Cpwa®, Cepa®

What company does Homer Ramirez Jr., Cfp®, Cpwa®, Cepa® work for?

Homer Ramirez Jr., Cfp®, Cpwa®, Cepa® works for Raymond James

What is Homer Ramirez Jr., Cfp®, Cpwa®, Cepa®'s role at the current company?

Homer Ramirez Jr., Cfp®, Cpwa®, Cepa®'s current role is Senior Vice President at Ramirez Family Wealth of Raymond James.

What schools did Homer Ramirez Jr., Cfp®, Cpwa®, Cepa® attend?

Homer Ramirez Jr., Cfp®, Cpwa®, Cepa® attended University Of North Texas.

Who are Homer Ramirez Jr., Cfp®, Cpwa®, Cepa®'s colleagues?

Homer Ramirez Jr., Cfp®, Cpwa®, Cepa®'s colleagues are Tony Fagella, James Webb, Abhishek Nanda, Yailin Alfonso, Steve Zaborsky, Vikas Singh, Brian Nestor.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.