Earning and saving money started at an early age for me, as my first job was babysitting. I opened my first bank account in elementary school and entered savings in my PSFS (Pennsylvania Savings Fund Society) passbook. I was fascinated by the financial markets on the evening news even though I didn’t understand everything I was seeing. When I started college, I gravitated towards reading about personal finance including the Wall Street Journal.
After graduating from Temple University, I started my 20-plus year career in insurance and financial services. I held many roles including sales, human resources and business consulting. While I grew professionally in leadership and consulting, I continued in my financial services education by securing CLU® and ChFC® designations. This prepared me in helping individuals plan and achieve financial success. I have been known as a resource to family and friends for many years and as a financial advisor at Edward Jones, I enjoy helping individuals, families and businesses reach financial goals and protect their assets.
As your personal financial advisor, I focus on YOU and what’s most important to you. Before we discuss investing, it’s important to know what’s important to you, where you would like to be and how to get you there. Most importantly, we partner together year after year to keep you on track.
I have two children, Kimberly, a graduate of the other USC and Kendall, an Airman in the U.S. Air Force. Military service runs deep in my family including my husband, father, grandfather and brother. I am extremely grateful for the sacrifice and service of our active military and our veterans. As an Army brat, I spent most of my childhood living in different locations domestically and abroad.
When not at the office, I enjoy spending time with my husband, Darryl, running/walking, listening to live music and traveling. I am a member of Playa Venice Sunrise Rotary, LAX Chamber of Commerce and Step Up Women’s Network.
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Entrepreneurs & Business Owners
My Personal Interests
- Spending Time with Family
- Health & Nutrition
Office Address4551 Glencoe Avenue
Marina Del Rey, CA 90292
Phone NumberRamona Ivy at (310) 301-2183
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