It's incredibly rewarding to see your work positively impact the lives of individuals and their families. As a financial advisor working at Edward Jones, I have had the privilege of working closely with my clients to learn what they value and to develop long-term investing strategies to help them reach their goals--large and small.
While studying business at Miami University and receiving my MBA from DePaul University, I realized my passion is developing long-term relationships in order to better peoples' lives. I started in the medical field, helping doctors help patients, but found my ideal career as a financial advisor at Edward Jones where I help clients prepare their retirement, save for college for children/grandchildren, and protect their financial future for themselves and their loved ones. Creating strategies and monitoring them, utilizing the technical and analytical resources available through Edward Jones, I provide clients with current and thorough financial information and advice. I also work collaboratively with clients' attorneys, accountants and other trusted professionals to develop a complete, tailored strategy to help realize their financial objectives.
I enjoy using my knowledge of finance to guide clients through life's major transitions. A significant portion of my business is working with divorcees and widows. Life experience has given me a unique perspective and desire to help protect and grow clients' wealth during and after some of life's greatest challenges.
The overarching culture of Edward Jones and my office is a commitment to serving and giving back. My office is in Skokie and I live nearby; many of my clients live in Northbrook, Wilmette, Winnetka, Glenview, Evanston, Northfield, Skokie and other Chicago suburbs. I find volunteering at my child's school and in my community very fulfilling. Away from the office, I love spending the summer months playing at the beach with my daughter and golden retriever, and rehabbing my house.
Office Address4711 Golf Rd Suite 407
Skokie, IL 60076
Phone NumberKate Ramey at (847) 673-6258
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 05:00PM|
|Sat||By Appointment Only|
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