Edward Jones - Kristie Ramirez

Categories

Financial & Investment Services

Mercury

About

We build our business by treating clients with genuine concern for their financial

objectives. Life can be complicated. Do you have a process for creating and reaching

your goals? How do you prioritize them? What strategies have you created that are

specific to your family or business? Relationships are key, and in our view, meeting

face-to-face builds strong relationships. Our office is focused on serving clients with

complex financial needs.

As your Edward Jones branch team, we believe it's important to invest our time in

understanding what you're working toward before you invest your money. Working

closely with you and your CPA, attorney and other professionals, I can help

determine the most appropriate financial strategy for you and your family and/or

business. I can also help with your retirement savings, so you have more options

when you retire, regardless of what you decide to do. I pride myself on working with

many different individuals in very different circumstances. Nothing gives me more joy

than seeing my clients achieve their financial goals and dreams and knowing I was a

part of it.

I enjoy working with clients who are:

- High net worth individuals

- People in transition due to death, divorce, job loss, etc.

- Those with unexpected wealth

- Business owners

- Individuals who have complex wealth management needs and/or $250,000+ in

investable assets

When I'm not helping my clients reach their financial goals, you can find me spending

time with my husband, Alec; son, Dax; and daughter, Saige; or serving our community

through various organizations.

Originally from Elgin, Texas, I moved to League City, Texas, in 2014. I attended Texas

Tech University and graduated with a BA in political science and communication

studies. I earned my MBA from Texas Tech in 2014. During my tenure with Edward

Jones, I have earned the CFP® certification and AAMS™, CRPS™ and CRPC™

designations.

I am here to provide you with the answers to your questions, so you can make

informed, financially sound decisions. Together, we can build and protect a future for

your family while embracing whatever the next chapter of your life may bring. Please

contact our office today to set up a complimentary consultation


Images

Membership Type

Mercury

Contacts

Primary
Kristie Ramirez
Financial Advisor

Sandra Cory
Branch Office Administrator

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