Joined Bell: 2016
Hidden Talent: Being a human IMDb.com
Inspiration: Great food, family, friendships, and dog rescue
Ramsay came to Bell in 2016 as the Paraplanner for the Financial Planning team, and is now in the role of Associate Financial Planner. She sees her role as one of the most varied and exciting in the office. As a “people person”, she loves getting to know clients through the financial planning process and meeting with them at reviews. Her passion is to demystify personal finance, to help clients reach a place where they feel their financial plan truly reflects their own values, and to support the advisors so they can help clients achieve their financial goals.
Ramsay grew up in Greensboro, North Carolina, where her parents still reside and practice architecture and historic preservation. After high school, she moved a 13-hour drive north to attend Smith College in Northampton, Massachusetts. While at Smith, she majored in Comparative Literature, spending her Junior Year Abroad in Paris to study French literature. Following graduation, she worked in Turkey for a year teaching English on a Fulbright.
During her senior year at Smith, Ramsay stumbled across “Women and Financial Independence” presentations led by an economics professor during lunch every Thursday in the library. Having subconsciously assumed that personal finance topics weren’t something that your average citizen could understand, she found these weekly luncheons fascinating and empowering. This realization led to a passion for educating others about personal finance — one that was extracurricular at first, while she spent her days working in marketing and UI/UX design in San Francisco.
Not having experience with financial professionals growing up or in her early post-college years, Ramsay did not realize initially that her fascination with personal finance and her commitment to helping others establish solid financial futures could come together in an actual job. After stumbling across a reference to a “certified financial planner” in 2015, she realized that these passions could be the foundation of a career. She was thrilled to find Bell Investment Advisors and to join the team in 2016. She is currently studying to obtain her Series 65 securities license, and is also enrolled in courses at the College for Financial Planning to achieve her own CERTIFIED FINANCIAL PLANNERTM certification.
Ramsay enjoys spending time with her husband, Ian, and their dog, Bella, a rescued shepherd mix. She and Ian love to spend time volunteering with Rocket Dog Rescue, either as event volunteers or as “foster parents” to adoptable dogs. She also enjoys volunteering with the Junior League of San Francisco, reading at least 52 books per year, solving jigsaw puzzles, exploring San Francisco with her S.F.-born-and-raised husband, eating Gordo’s burritos, and excelling at the game “Taboo”.
Bell received notification from our custodian, Charles Schwab, of a text message-based phishing attempt imitating Schwab. The phishing attempt appears to have been sent to a random set of phone numbers, not necessarily clients of Schwab or Bell Investment Advisors. The phishing attempt was conveyed through text messages appearing to come from Schwab, but in …Read More