Melanie Leal Ramirez

Client Service Manager

Bachelor’s degree
University of South Florida

Health & wellness, travel, animal lover, one with nature

English, Spanish

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. 

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.”

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