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. 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 for years while she spent her days working in marketing and UI/UX (User Interface/User Experience 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, but after stumbling across a reference to a “certified financial planner”, 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 the Paraplanner role. She looks forward to achieving her own Certified Financial PlannerTM certification in the coming years.
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”.
The 2018 tax season is now upon us, and with that comes tax documentation to assist you in filing your return. All official tax reporting information will come directly from Schwab. Please see below for timelines (varies by document type). 1099 – Paper Mailing For retirement accounts, you should have already received your Form 1099-R. …Read More