Brian Ramsey Email & Phone Number
Founder @ Family Wealth Planning Partners LLC
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Brian Ramsey Location
- Louisville, KY, US
Brian Ramsey Work
- 2022 -now Chief Compliance Officer and Financial Advisor @ Family Wealth Planning Partners LLC
- 2017 -now Founder @ Family Wealth Planning Partners LLC
- 2022 -now Co-Host and Podcaster @ The Money Puzzle
- 2013 -2017 Senior Wealth Advisor @
- 2005 -2013 Wealth Management Advisor @
- 1993 -2003 Sale Representative @
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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