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 May 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 company 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.

Company email context

Email format at Merrill Lynch

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*@ml.com
71% confidence

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 →

JC Jess Chen Jess Chen Colleague at Merrill Lynch Mountain View, California, United States, United States View → JD Jennifer Donoghue Jennifer Donoghue Colleague at Merrill Lynch Chatham, New Jersey, United States, United States View → MN Matthew Nemecheck Matthew Nemecheck Colleague at Merrill Lynch Howell, Michigan, United States, United States View → AC Adam Cohen Crpc Adam Cohen Crpc Colleague at Merrill Lynch Marietta, Georgia, United States, United States View → BW Barbara Wagner Barbara Wagner Colleague at Merrill Lynch United States, United States View → CP Christan Perry Christan Perry Colleague at Merrill Lynch Jacksonville, Florida, United States, United States View → TC Tiffany Cheese Tiffany Cheese Colleague at Merrill Lynch Greater Reading Area, United Kingdom View → J( John (Jd) Delandro John (Jd) Delandro Colleague at Merrill Lynch Richmond, Virginia, United States, United States View → CS Connor Stacy Connor Stacy Colleague at Merrill Lynch Sugar Land, Texas, United States, United States View → KF Kevin Fuchs Kevin Fuchs Colleague at Merrill Lynch New York, New York, United States, 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 Jess Chen, Jennifer Donoghue, Matthew Nemecheck, Adam Cohen Crpc, and Barbara Wagner.

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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