Melanie Leal Ramirez
Client Service Manager
EDUCATION
Bachelor’s degree in finance
University of South Florida
INTERESTS
Health & wellness, travel, animal lover, one with nature
SPEAKS
English, Spanish
VALUES
Family-oriented, learning mindset, honesty
Melanie Leal Ramirez serves as a Client Service Manager. She ensures our clients receive top-notch service as well as strives to develop and implement processes for effective day-to-day operations at our firm. She enjoys helping clients and advisors work together to develop a comprehensive, tailored strategy for their financial goals.
Learn More About Melanie Leal Ramirez
Melanie is a South Florida native and obtained her Bachelor of Science in Finance from the University of South Florida. During her time at USF, she was an active member of the Corporate Mentor Program.
Prior to joining the team, Melanie oversaw business planning and operations for multiple financial advisors at a Fortune 500 Company. She has extensive experience in retirement planning and wealth management strategies. She believes it’s important to never stop learning and embraces creativity and innovation in everything she does.
Melanie was born and raised in South Florida. In her spare time, she enjoys outdoor activities like hiking, spending time at the beach, and traveling.
“Our Client Service team is always ready to help you on your financial journey. We will serve as your trusted guides toward reaching your financial goals.”
Blog Posts Featuring Melanie Leal Ramirez
Franklin Gay and Melanie Leal Ramirez Present on Quality in the Financial Services Sector
atWe are proud to announce that our Wealth Advisor, Franklin Gay, CFP®, EA and Client…
Announcing Melanie Leal Ramirez’s Promotion to Client Service Manager
atProfessional growth and development of our employees is very important to us, which is why…
Get to Know Melanie Leal Ramirez
atIf you were to ask those who know Melanie Leal Ramirez to describe her, the…
