Homer Ramirez Jr., Cfp®, Cpwa®, Cepa® Email and Phone Number
Homer Ramirez Jr., Cfp®, Cpwa®, Cepa® is a Senior Vice President at Ramirez Family Wealth of Raymond James at Raymond James.
Raymond James
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Senior Vice President - Wealth ManagementRaymond James Apr 2024 - PresentUnited StatesRaymond 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. -
Senior Vp - Private Client AdvisorJ.P. Morgan Wealth Management Jan 2016 - Apr 2024Rockwall, Texas
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Financial AdvisorJ.P. Morgan Securities Llc. 2015 - 2016 -
Financial AdvisorEagle Strategies, Llc 2014 - 2015Dallas/Fort Worth AreaThrough 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. -
Financial Services ProfessionalNew York Life Insurance Company 2013 - 2015Dallas/Fort Worth Area -
Financial AdvisorMerrill Lynch 2011 - 2013Dallas/Fort Worth AreaFocused 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. -
Sales Management ConsultantNational Home Services 2008 - 2010Toronto, Canada AreaResponsible 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. -
Sales ManagementUniversal Energy Corporation 2005 - 2009Toronto, Canada AreaResponsible 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
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Psychology
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.
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