Carol Ramsdell

Q: What is Carol Ramsdell email address?

Email Carol Ramsdell at carolrmsdll@gmail.com. This email is the most updated Carol Ramsdell email found in 2026.

Q: How to contact Carol Ramsdell?

To contact Carol Ramsdell send an email to carolrmsdll@gmail.com. If you want to call Carol Ramsdell try calling on +13202512773 and +13347420976. (updated on November 04, 2024)

EXECUTIVE VICE PRESIDENT at Cornerstone Wealth Management | Rochester, New York Metropolitan Area

About Carol Ramsdell

As the Executive Vice President at Cornerstone Wealth Management, Carol Ramsdell plays a pivotal role in shaping the financial futures of over 400 families across more than 25 states. With a wealth of experience and a deep understanding of the complexities of wealth management, Carol excels as the lead relationship manager, where her primary focus is on business development and retirement-income planning. Her expertise in investments, asset allocation, and mutual funds allows her to craft tailored strategies that align with her clients' unique financial goals and risk tolerance.

Carol is particularly passionate about addressing retirement planning issues, recognizing that a secure retirement is a cornerstone of financial well-being. She employs a holistic approach, integrating various financial instruments and strategies to ensure her clients can enjoy a comfortable and fulfilling retirement. By staying abreast of industry trends and regulatory changes, Carol ensures that her clients receive informed and relevant advice, empowering them to make sound investment decisions.

Key projects under Carol's leadership include the development of comprehensive retirement-income plans that not only focus on asset growth but also emphasize sustainable income streams. Her commitment to fostering long-term relationships with clients is evident in her proactive communication and personalized service, which have earned her a reputation as a trusted advisor in the wealth management community. At Cornerstone Wealth Management, Carol Ramsdell is not just an executive; she is a dedicated advocate for her clients' financial success, leveraging her skills in securities and retirement planning to guide families toward their financial aspirations.

Carol Ramsdell Work

EXECUTIVE VICE PRESIDENT at Cornerstone Wealth Management in February 2009 to Present

Associate Vice President - Investments at Smith Barney in February 2005 to February 2009

Registered Client Service Representative at Legg Mason in September 1997 to February 2005

Carol Ramsdell Skills

Investments

Retirement Planning

Asset Allocation

About Carol Ramsdell's Current Company

Cornerstone Wealth Management

Discover more about Cornerstone Wealth Management

Frequently Asked Questions about Carol Ramsdell

What is Carol Ramsdell email address?

Email Carol Ramsdell at [email protected]. This email is the most updated Carol Ramsdell email found in 2026.

What is Carol Ramsdell phone number?

Carol Ramsdell phone number is +13202512773 and +13347420976.

How to contact Carol Ramsdell?

To contact Carol Ramsdell send an email to [email protected]. If you want to call Carol Ramsdell try calling on +13202512773 and +13347420976. (updated on November 04, 2024)

What company does Carol Ramsdell work for?

Carol Ramsdell works for Cornerstone Wealth Management

What is Carol Ramsdell's role at Cornerstone Wealth Management?

Carol Ramsdell is EXECUTIVE VICE PRESIDENT