Jonathan W Ramsey

Financial Advisor

Over a lifetime, most people will experience many different financial needs and circumstances. With the wide array of insurance and investment services available today, it can be very confusing even to the most sophisticated of financial professionals.

 

I utilize a simple, conceptual needs-analysis process to help my clients understand the various insurance options available and help them build a personalized solution to fit their individual needs to help minimize the financial impact of life's unexpected tragedies.

With a strong financial foundation in place, our relationship will progress into exploring investment and retirement opportunities as well as establishing funding solutions for your children's education.

 

I specialize in helping busy professionals in the Charlotte banking industry structure their personal financial solutions in the most efficient manner. Please feel free to call or email me for assistance with your insurance and personal needs.

 

Spotlight on Community Service Samaritan's Feet
I believe that we have a responsibility to the community in which we live and work, to make it a better place, to make a difference. I have always tried to give back to the Charlotte community as many of my clients do as well.

 

As a board member for Samaritan's Feet, I am proud to help provide relief to hurting people displaced due to poverty, ravaged wars, and religious persecution. Learn more about this worthwhile organization.

My Mission

As a Northwestern Mutual Financial Representative, in all situations I will make those recommendations which I would do for myself and my family if faced with a similar situation.

By matching your needs with innovative solutions utilizing world-class insurance services and internationally recognized investment products, I will do my best to help you protect and provide for those people you care about most. I will work hard to build a relationship with you based on trust and integrity, always striving to provide you with the same level of ethical service that I would expect for myself.

 

The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck