OUR TEAM | BIO

Andy Ramey

Andy Ramey

Andy Ramey, served as Vice President of strategy and sales for Optionwealth (a technology-based start-up designed to digitally assist executives in understanding and using stock options for the management of their wealth). Prior to 2001, Mr. Ramey worked in management and sales for both established businesses and entrepreneurial firms. His experience included serving as an agent for Northwestern Mutual Life, an associate of The Todd Organization, and a partner at Henry A. Latimer & Son, a general insurance agency.

Mr. Ramey served as Vice Chairman of Solenture (formerly TBG Consulting) from February 2005 to June of 2017. Among other duties Mr. Ramey was responsible for creating, managing and implementing go to market strategies for strategic ventures. He received a B.A. in history, Cum Laude, from Duke University and attended the Graduate Program in history at the University of North Carolina. Currently,

Mr. Ramey has a focus on opportunities that expand key relationships with corporate clients by building out core financial management services (executive benefits, corporate benefits, stock options and executive wealth management services). In addition, Andy is sought after to assist/ consult with new and meaningful strategic ventures based on disruptive or sustaining innovations in the financial services arena.

Securities offered through Lion Street Financial, LLC. (LSF), member FINRA & SIPC. Investment Advisory Services offered through Lion Street Advisors, LLC. LSF is not affiliated with Clearpoint Advisors, LLC.

FINRA website: http://www.finra.org/
BrokerCheck: http://brokercheck.finra.org/


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