portrait of Kristie Ramirez
FINANCIAL ADVISOR

Kristie Ramirez

CFP®, AAMS™, CRPC™, CRPS™
1560 W Bay Area Blvd Ste 180, Friendswood, TX 77546opens in a new window
Accepting New Clients
CallSend Me a Message

About Kristie

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. We have worked with many investors over the past years and would like to extend our services to you.

As your Edward Jones branch team, we believe it's important to invest our time in understanding what you're working toward before...

Focus Areas

  • Business Retirement Plans
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Intergenerational Planning
  • New Investors

Work History

  • Edward JonesOctober 2016 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™
  • CRPC™

    Chartered Retirement Planning Counselor™
  • CRPS™

    Chartered Retirement Plans Specialist™

Education

  • Texas Tech UniversityMaster of Business Admin

Personal Interests

  • Spending Time with Family
  • Volunteering
  • Pets
  • Farming
  • Baking

Team Members

  • Sandra Cory
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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