Paola Ramos

Wealth Advisor at Mariner Wealth Advisors

Paola A. Ramos, CFP®, serves as a Wealth Advisor at Mariner since June 2019, having previously held the role of Associate Wealth Advisor. Prior experience includes three years at Singer Xenos Schechter Sosler Wealth Management as a Portfolio Administrator, where responsibilities involved preparing client analyses and tailored financial scenario analyses. Earlier roles included a Financial Planning Intern position at Allgen Financial Services, Inc., focused on financial statement analysis and efficiency identification, and a Business Development Consultant Intern role at Prospera USA, where census demographic data was analyzed for client consultations. Paola A. Ramos earned a Bachelor of Science in Business Administration with a focus on Finance from the University of Central Florida between 2012 and 2016 and holds a high school diploma from Saint Brendan High School.

Location

Miami, United States

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