Jack Ramey, CFP®
As a tenured and accomplished business leader in the financial services industry, Jack recently joined Biegel Waller as Managing Director responsible for client development. After a number of years as a Regional Vice President with Fidelity Investments, he wanted to pursue a career building long-term relationships through financial planning and customized investment management.
At Biegel Waller, Jack found a firm with an objective, client centric planning based approach, combined with deep investment research capabilities and a culture committed to developing talented professionals.
“I feel my strengths are engaging with clients, understanding their needs and family dynamics, and working with them to ensure their planning efforts are successfully carried out. A lot of what I do is coaching clients to understand how the components of a properly constructed plan work together to mitigate risk and ensure greater certainty of goal attainment.”
Prior to his regional role, Jack was branch manager for the Fidelity office in Towson, MD., where he was responsible for the growth of the firm's presence in the greater Baltimore market.
Married with two children, Jack is active in the community serving on the board of the Fuel Fund of Maryland, as former president, and now on the investment committee. He is also an affiliate member of the CFA Society, Baltimore Chapter.
Jack completed his undergraduate and graduate studies at Loyola University in Maryland where he played soccer and lacrosse. He earned his MBA from the Sellinger School of Business. He loves to travel with his wife and kids and enjoys staying active playing lots of tennis and walking his dog, Rosie.