David Ramos

About David Ramos

As a financial advisor, it’s my mission to plot the best journey to your life’s goals…

Experience

1. Financial Advisor

   Northwestern Mutual

   Jul 2001 — Present · Raleigh, NC, US

   Our team is committed to developing enduring relationships with clients by providing expert guidance for a lifetime of financial security. We work with clients to identify their definition of financial security, and focus on that need. We see our clients’ needs as non-negotiable, while all of the solutions approaching that need are negotiable. Each plan is unique to the client, using time-tested skills developed over decades to protect against the unforeseen circumstances of life, help you accumulate wealth, and preserve your way of life. Our financial services also include estate planning, business planning, risk management and transition, investment strategies, plus insurance for disability, life, and long-term care. We can assist in planning for each phase of your financial future, so you face fewer surprises in an ever-surprising world. Our conventional principles stand the test of time based on experience, yet we are adaptable and willing to help our clientele any time via phone, email and Zoom. Let’s connect for a conversation:d••••••••@nm.com | 91••••••26 | davidramos-nm.com

Skills

• Financial Advisory
• Health Insurance
• Retirement Planning
• Fixed Annuities
• Sales
• Long-Term Care
• Disability Insurance
• Insurance
• Process Improvement
• Retirement
• Management
• Strategic Financial Planning
• Business Process Improvement
• Employee Benefits
• Strategic Planning
• Marketing
• Financial Planning
• Selling
• Start-Ups
• Leadership
• Budgets
• Life Insurance
• Finance