David Ramirez

A Wealth Management Advisor with experience in the financial services industry since 1988, David offers the Team's clients extensive knowledge and experience cultured through various market environments.  Listening to the needs and objectives of each client, he strives to exceed their expectations with quality advice as well as a commitment to quality service.  David implements a client-centered philosophy that incorporates initial and ongoing reviews in order to develop investment plans tailored to address specific asset and liability needs and long-term goals. He received his Bachelor of Finance degree from Boston College in 1988 and has been an active member of the Municipal Bond Club of New York since 1994.  His FINRA Series 7, 63, 65 registrations and his insurance license give him the professional training necessary to help valued clients pursue their goals.

David is proud to have been consecutively named to the 2023, 2024 and 2025 & 2026 Forbes “Best-in-State Wealth Management Teams” list as a member of his Team, Ramirez Wealth Management.(*Published annually in January. Rankings based on data as of March 31 of prior year.)

Also, David is proud to have been named to the 2025 & 2026 Forbes "Best-in-State Wealth Advisors" list. (**Published annually Jan-April. Rankings based on data as of June of prior year).

*Forbes “Best-in-State Wealth Management Teams” list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.

**Forbes | SHOOK® “Best-in-State Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.