MARCIA RAMOS
Background & Experience
Marcia has over 17 years of financial services experience and has weathered two economic downturns alongside clients. She prides herself in being quick and accurate when processing all of our clients’ administrative, trading, and operational needs.
She skillfully handles the day-to-day administration of accounts, including but not limited to opening new accounts, updating existing account information, managing account transfers, and answering all statement-related questions. Marcia’s attention to detail, and her devotion to making our clients her top priority, is a big part of what makes our team a great choice for you and your financial needs!
Licensure & Education
Marcia also firmly believes making informed decisions starts with a solid education. She holds a Master’s Degree in Education from California State University. She is the co-creator of The Collective, a group of practice managers who meet to discuss best practices for their respective teams. Mrs. Ramos is continuously taking professional development courses through the firm and attends conferences to insure she is abreast of the latest technology to enhance the client experience. Marcia is securities licensed and holds insurance licenses, both involving a demanding curriculum, a rigorous examination, and annual continuing education.
- Series 7, 63 registered through LPL Financial, Ltd.
- Series 65 registered through Stratos Wealth Partners
- Securities Registered & Licensed
- Insurance & Annuity Licensed
Away from the office
Marcia along with her husband, Jay, are kept busy raising their children in our great city of Scottsdale. Adelle (13) plays the violin, participates in after-school sports, and is part of the art academy at her middle school. Jackson (15) started his freshman year at Notre Dame Preparatory High School. With that brought a new interest in playing the guitar, wrestling, and actively working towards his community service goals with boys team charity. Jay loves the outdoors, hikes, and plays a round of golf every chance he gets. He is a multi-family read estate developer for a local development firm. Together, they are active in the community and empowering the next generation of leaders.
Contact Information
Email mramos@stratoswp.com
Call, Text, Fax (480) 581-5331