Edward Jones -- Kristie Ramirez

About Us

As an Edward Jones Financial Advisor, I focus on working with individuals and business owners to learn about what is important to you and recommend investment strategies to help you reach your goals.

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