OUR TEAM | BIO

Nicholas Latimer Ramey

Nicholas Latimer Ramey

Nick is focused on democratizing, reshaping, and crafting a modern approach to financial services by balancing the role of self-service technology coupled with hands on advice; especially with regard to corporate and executive benefit offerings. Following in his father’s footsteps he has become one of the youngest executive benefits and financial services consultants in the country.

Nick has been a key strategist and business development specialist for various financial startups and established firms. He possess unique knowledge of the demands of Fortune 500 companies and their executives and brings with him a millennial perspective. Further, his skills branch into UHNW/HNW individuals, families and private corporations. Nick enjoys discussing sale strategies, business development philosophies and disruptive innovations.

Nick stays abreast of current trends in financial management, corporate culture and financial services technology. Prior to 2017 he worked at Solenture. B.A Psychology. University of Maryland.

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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