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Julie Ramsay, Financial Advisor

FINANCIAL ADVISOR
Julie A Ramsay

102 E Stone Avenue, Greenville, SC 29609opens in a new window
CallSend Me a Message

Focus Areas

  • Divorce Finances
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Portfolio Reviews
  • Retirement Savings Strategies
  • Insurance & Annuities

About Julie

With 16 years of experience working in the financial industry, I believe in a holistic approach to financial strategies that begins by understanding and clarifying your expectations and what's most important to you.

In serving you, I'm not alone. My team consists of me and my branch office administrator, Sarah. Partnering together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.

Our process involves more than just investment guidance. We collaborate with your CPA, attorney and other professionals to address the entire scope of financial concerns including:

Retirement Income Strategies
Asset Preservation
Divorce Finance
Legacy Strategies
Charitable Giving

We take time...

Work History

  • Edward JonesDecember 2017 to Current

Personal Interests

  • Spending Time with Family
  • Volunteering
  • Gardening
  • Horseback Riding
  • Traveling

Team Members

  • Sarah Anderson
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

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

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(864) 322-8955

Fax

(877) 249-8657

Office Address

102 E Stone Avenue
Greenville, SC 29609opens in a new window

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