Bret Ramkey

Client Service Help Desk, Tier 2

Bret Ramkey has a diverse professional background in the financial and insurance sectors, with experience spanning from 2015 to 2024. Beginning as a Licensed Insurance Agent at Cornerstone Senior Advisors, Bret transitioned to Edward Jones as a Financial Advisor from August 2019 to December 2021. Most recently, Bret worked at Fidelity Investments in various roles, including Client Service Help Desk, Tier 2, and High Net Worth Associate, from December 2022 to June 2024. Bret holds a Bachelor of Arts degree in Political Science and Government from Christopher Newport University, obtained between 2010 and 2014.

Location

Richmond, United States

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