Brian Ramsey Email & Phone Number
Founder @ Family Wealth Planning Partners LLC
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Brian Ramsey Location
- Louisville, KY, US
Brian Ramsey Work
- Chief Compliance Officer and Financial Advisor @ Family Wealth Planning Partners LLC (December 2022 - Present)
- Founder @ Family Wealth Planning Partners LLC (November 2017 - Present)
- Co-Host and Podcaster @ The Money Puzzle (May 2022 - Present)
- Senior Wealth Advisor @ (May 2013 - November 2017)
- Wealth Management Advisor @ (October 2005 - May 2013)
- Sale Representative @ (January 1993 - July 2003)
Brian Ramsey Education
- Eastern Kentucky University
MBA (Business Administration)
1996-1998 - Murray State University
BS (Marketing)
1989-1993
Brian Ramsey Skills
- Wealth Management
- Wealth Enhancement
- Charitible Giving
- Tax Mitigation
- Wealth Preservation Planning
- Multi-Generational Wealth Transfer
- Life Insurance
- Disability Insurance
- Wills
- Trusts
- Investment Advisory
- Alternative Investments
- Financial Planning
- Retirement
- Wealth
- Securities
- Financial Analysis
- Investments
- Financial Advisory
Brian Ramsey Summary
- Brian Ramsey, based in Louisville, KY, US, is currently a Founder at Family Wealth Planning Partners LLC. Brian Ramsey brings experience from previous roles at Family Wealth Planning Partners LLC, The Money Puzzle, LPL Financial and Fifth Third Private Bank. Brian Ramsey holds a 1996 - 1998 MBA in Business Administration @ Eastern Kentucky University. With a robust skill set that includes Wealth Management, Wealth Enhancement, Charitible Giving, Tax Mitigation, Wealth Preservation Planning and more. Brian Ramsey has 1 emails and 3 mobile phone numbers on RocketReach.
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