Wayne Ramsey, Cfp®, Cepa ®, Cpfa ®
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Wayne Ramsey, Cfp®, Cepa ®, Cpfa ® Email & Phone Number

Resident Director - Wealth Management Advisor | Finance, Financial Planning at Merrill Lynch
Location: Lufkin, Texas, United States 3 work roles 1 school
1 work email found @ml.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

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Work email w****@ml.com
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Current company
Merrill Lynch
Role
Resident Director - Wealth Management Advisor | Finance, Financial Planning
Location
Lufkin, Texas, United States
Company size
45157 employees

Who is Wayne Ramsey, Cfp®, Cepa ®, Cpfa ®? Overview

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Quick answer

Wayne Ramsey, Cfp®, Cepa ®, Cpfa ® is listed as Resident Director - Wealth Management Advisor | Finance, Financial Planning at Merrill Lynch, a with 45157 employees, based in Lufkin, Texas, United States. AeroLeads shows a work email signal at ml.com and a matched LinkedIn profile for Wayne Ramsey, Cfp®, Cepa ®, Cpfa ®.

Wayne Ramsey, Cfp®, Cepa ®, Cpfa ® previously worked as Resident Director - Wealth Management Advisor at Merrill Lynch and Principal Securities Registered Representative, and Financial Advisor at Principal Financial Group. Wayne Ramsey, Cfp®, Cepa ®, Cpfa ® holds Bba, Finance; Financial Planning from Stephen F. Austin State University.

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Email format at Merrill Lynch

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*@ml.com
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AeroLeads found 1 current-domain work email signal for Wayne Ramsey, Cfp®, Cepa ®, Cpfa ®. Compare company email patterns before reaching out.

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Profile bio

About Wayne Ramsey, Cfp®, Cepa ®, Cpfa ®

With a robust career at Merrill Lynch, my focus has been on empowering clients to achieve their financial aspirations through meticulous wealth management and retirement planning. Our team's dedication to crafting tailored strategies has consistently supported growing families, retirees, and small business owners in safeguarding and optimizing their financial legacy. At Merrill Lynch, my competencies have translated into meaningful client partnerships, ensuring their wealth not only endures but thrives for generations. I am driven by the mission to deliver financial security and peace of mind to every client we serve.

Listed skills include Retirement Planning, Buy Sell Agreements, Mutual Funds, 401K, and 13 others.

Current workplace

Wayne Ramsey, Cfp®, Cepa ®, Cpfa ®'s current company

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Merrill Lynch
Merrill Lynch
Resident Director - Wealth Management Advisor | Finance, Financial Planning
new york, new york, united states
Website
ml.com
Employees
45157
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Company profile
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3 roles

Wayne Ramsey, Cfp®, Cepa ®, Cpfa ® work experience

A career timeline built from the work history available for this profile.

Resident Director - Wealth Management Advisor

Current
Merrill Lynch

Lufkin, Texas, United States

Nov 2021 - Present

Principal Securities Registered Representative, And Financial Advisor

Principal Financial Group

Lufkin, And Nacogdoches Tx

Dec 2015 - Nov 2021
Team & coworkers

Colleagues at Merrill Lynch

Other employees you can reach at ml.com. View company contacts for 45157 employees →

GT Gil Tendler Gil Tendler Colleague at Merrill LynchMiami, Florida, United States View → DM Dung Mai Dung Mai Colleague at Merrill LynchDallas-Fort Worth Metroplex, United States View → KB Kyle Baker, Chfc® Kyle Baker, Chfc® Colleague at Merrill LynchLeawood, Kansas, United States View → NP Nirmal Patel Nirmal Patel Colleague at Merrill LynchClermont, Florida, United States View → SS Sarpreet Singh Sarpreet Singh Colleague at Merrill LynchToronto, Ontario, Canada View → AK Ashok Krishnan Ashok Krishnan Colleague at Merrill LynchLondon, England, United Kingdom View → KM Kathleen Maloney Kathleen Maloney Colleague at Merrill LynchNew York City Metropolitan Area, United States View → EA Evan Ackermann Evan Ackermann Colleague at Merrill LynchDenver, Colorado, United States View → SR Soumendra Roy Soumendra Roy Colleague at Merrill LynchNorth Brunswick, New Jersey, United States View → ML Michael Leali, Cpwa®,Crpc® Michael Leali, Cpwa®,Crpc® Colleague at Merrill LynchPeoria, Illinois, United States View →
1 education record

Wayne Ramsey, Cfp®, Cepa ®, Cpfa ® education

FAQ

Frequently asked questions about Wayne Ramsey, Cfp®, Cepa ®, Cpfa ®

Quick answers generated from the profile data available on this page.

What company does Wayne Ramsey, Cfp®, Cepa ®, Cpfa ® work for?

Wayne Ramsey, Cfp®, Cepa ®, Cpfa ® works for Merrill Lynch.

What is Wayne Ramsey, Cfp®, Cepa ®, Cpfa ®'s role at Merrill Lynch?

Wayne Ramsey, Cfp®, Cepa ®, Cpfa ® is listed as Resident Director - Wealth Management Advisor | Finance, Financial Planning at Merrill Lynch.

What is Wayne Ramsey, Cfp®, Cepa ®, Cpfa ®'s email address?

AeroLeads has found 1 work email signal at @ml.com for Wayne Ramsey, Cfp®, Cepa ®, Cpfa ® at Merrill Lynch.

Where is Wayne Ramsey, Cfp®, Cepa ®, Cpfa ® based?

Wayne Ramsey, Cfp®, Cepa ®, Cpfa ® is based in Lufkin, Texas, United States while working with Merrill Lynch.

What companies has Wayne Ramsey, Cfp®, Cepa ®, Cpfa ® worked for?

Wayne Ramsey, Cfp®, Cepa ®, Cpfa ® has worked for Merrill Lynch, Principal Financial Group, and Opes One Advisors.

Who are Wayne Ramsey, Cfp®, Cepa ®, Cpfa ®'s colleagues at Merrill Lynch?

Wayne Ramsey, Cfp®, Cepa ®, Cpfa ®'s colleagues at Merrill Lynch include Gil Tendler, Dung Mai, Kyle Baker, Chfc®, Nirmal Patel, and Sarpreet Singh.

How can I contact Wayne Ramsey, Cfp®, Cepa ®, Cpfa ®?

You can use AeroLeads to view verified contact signals for Wayne Ramsey, Cfp®, Cepa ®, Cpfa ® at Merrill Lynch, including work email, phone, and LinkedIn data when available.

What schools did Wayne Ramsey, Cfp®, Cepa ®, Cpfa ® attend?

Wayne Ramsey, Cfp®, Cepa ®, Cpfa ® holds Bba, Finance; Financial Planning from Stephen F. Austin State University.

What skills is Wayne Ramsey, Cfp®, Cepa ®, Cpfa ® known for?

Wayne Ramsey, Cfp®, Cepa ®, Cpfa ® is listed with skills including Retirement Planning, Buy Sell Agreements, Mutual Funds, 401K, Asset Allocation, Business Continuation Strategies, Informal Business Valuations, and College Funding Strategies.

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