Donald H Ramirez
Assistant Vice President
Global Wealth Management
1020 MARSH ST
SAN LUIS OBISPO, CA 93401
Phone: (805) 596-2240
Email:
Directions to Branch
PROFESSIONAL PROFILE
Don Ramirez has been a Financial Advisor with Merrill Lynch since 1995 and is an Assistant Vice President and Senior Financial Advisor. Don is a graduate of USC's Marshall School of Business with a B.S. in Business Administration with an emphasis in Finance. He is also a Certified Financial Manager, a professional designation earned by Merrill Lynch advisors who complete a series of complex exams on advanced financial and retirement planning.
As a Financial Advisor, Don helps clients develop strategies to manage their personal and business finances. He is committed to his clients' interests and is proud to have consistently been rated a Platinum Service Provider by his clients as determined through customer surveys.
Don lives in San Luis Obispo with his wife Helen and daughters Emily and Lauren. He is an active member of the community and serves on the board of the Central Coast Planned Giving Council; he is also a member of the San Luis Obispo Chamber of Commerce, the Rotary Club of Cambria and lends his barbeque skills at the Laureate Private school functions.
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Donald Ramirez is registered to do business in: CA, CO, CT, GA, IA, IL, NV, OR, RI, TX, WA
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