Kristie Ramirez
Financial Advisor at Edward Jones | Greater Houston
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Kristie Ramirez is a dedicated Financial Advisor at Edward Jones, where she specializes in crafting personalized investment strategies for individuals and business owners. With a strong focus on understanding her clients’ unique goals and values, Kristie takes the time to engage in meaningful conversations that uncover what truly matters to them—whether it's planning for a comfortable retirement, saving for future educational expenses, or ensuring financial security for loved ones. Her expertise lies not only in investment management but also in building collaborative relationships with other professionals, including CPAs, attorneys, and accountants, to provide a holistic approach to financial planning.
Currently, Kristie is leading several key projects aimed at enhancing client education and engagement. She conducts workshops and seminars that demystify complex financial concepts, empowering her clients to make informed decisions. Her proficiency in data analysis and project management enables her to monitor client progress effectively, ensuring that strategies remain aligned with evolving goals and market conditions. Kristie's commitment to exceptional customer service is evident in her proactive communication style and her ability to adapt strategies based on client feedback.
In addition to her technical skills, Kristie leverages social media and networking platforms to connect with a broader audience, sharing insights and fostering a community of financially savvy individuals. Her public speaking skills further enhance her ability to convey important financial information in an accessible manner. As she continues to grow her practice at Edward Jones, Kristie remains passionate about guiding her clients toward achieving their financial aspirations, making her an invaluable partner in their financial journeys. For more information, visit her website at www.edwardjones.com/kristie-ramirez.
Financial Advisor at Edward Jones in February 2017 to Present
Small Business Owner at Royalty Meat Company, LLC. in May 2020 to April 2024
Associate at Edward Jones in October 2016 to February 2017
Sourcing Manager at Ascend HR Corp in January 2016 to July 2016
Talent Acquisition Coordinator at Ascend HR Corp in September 2014 to December 2015
Graduate Student Assistant at Rawls College of Business at Texas Tech University in January 2013 to May 2014
Office of Admissions Student Assistant at Texas Tech University in October 2007 to May 2011
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Customer Service
Microsoft Office
Microsoft Excel
Social Media
Public Speaking
Time Management
Project Management
PowerPoint
Research
Social Networking
Data Analysis
Recruiting
Microsoft Word
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Discover more about Edward JonesWhat is Kristie Ramirez email address?
Email Kristie Ramirez at [email protected] and [email protected]. This email is the most updated Kristie Ramirez email found in 2026.
What is Kristie Ramirez phone number?
Kristie Ramirez phone number is +17132525759.
How to contact Kristie Ramirez?
To contact Kristie Ramirez send an email to [email protected] or [email protected]. If you want to call Kristie Ramirez try calling on +17132525759. (updated on November 04, 2024)
What company does Kristie Ramirez work for?
Kristie Ramirez works for Edward Jones
What is Kristie Ramirez's role at Edward Jones?
Kristie Ramirez is Financial Advisor
What industry does Kristie Ramirez work in?
Kristie Ramirez works in the Financial Services industry.
Kristie Ramirez Email Addresses
Kristie Ramirez Phone Numbers
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