Ramirez Wealth Management

Merrill Lynch Wealth Management
115 West Century Rd
Paramus, NJ 07652
(201) 967-2703
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Ramirez Wealth Management is a family integrated team serving clients nationwide. Fortified by professionalism & experience, we strive to create financial strategies designed to meet your household’s expectations, while helping to achieve your individual goals & aspirations.
Ramirez Wealth Management
Merrill Lynch Wealth Management
Welcome

Our mission is to understand you and your priorities. Ramirez Wealth Management is a family team with over 60 years of combined experience in wealth management. We strive to treat our clients as we treat our family. Meaning that any financial goals that you aim to accomplish, we will be there every step of the way as a guiding hand. We make it our initiative to engage each client in comprehensive discussions to fully understand their individual needs and aspirations. With our Wealth Management Approach we will help you design, implement and develop a personalized strategy that works for you; a strategy that may enable you and your family to pursue your financial goals while managing investment risk. Our objective is to transform your goals and dreams into reality with a structured financial strategy.

Recognition
Ramirez Wealth Management
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
Welcome

Our mission is to understand you and your priorities. Ramirez Wealth Management is a family team with over 60 years of combined experience in wealth management. We strive to treat our clients as we treat our family. Meaning that any financial goals that you aim to accomplish, we will be there every step of the way as a guiding hand. We make it our initiative to engage each client in comprehensive discussions to fully understand their individual needs and aspirations. With our Wealth Management Approach we will help you design, implement and develop a personalized strategy that works for you; a strategy that may enable you and your family to pursue your financial goals while managing investment risk. Our objective is to transform your goals and dreams into reality with a structured financial strategy.

Meet Our Team
Kenneth Ramirez
Senior Vice President, Senior Financial Advisor
201.967.2720
David Ramirez,

CRPC™

Senior Vice President, Wealth Management Advisor
201.967.2703
Kara Ordile
Wealth Management Client Associate
201.967.3705
Tyler Ramirez,

CRPC™

Registered Wealth Management Client Associate
201.967.2711
Deidre La Placa
Wealth Management Client Associate
201.967.3717
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Kevin Kissane
Wealth Management Banking Specialist
Merrill
Tricia Kropp
Wealth Strategies Advisor
Bank of America, N.A.
Michael K Costo
Retirement Specialist
Bank of America, N.A.
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.