Wayne Edward Ramsey

Advisor at Merrill — Lufkin, TX S Medford Dr

Updated today

Credentials

Series 63, Series 66

Experience

13 years

Location

Lufkin, TX 75901

Merrill logo

Merrill

Institution

Total advisors

25,588

Across 3,189 offices

Clients per advisor

70 Very Low

Avg AUM per client

$860,085 Very High

HNW client ratio

29% High

About

Wayne Ramsey serves as Resident Director of Wealth Management at Merrill Lynch. He is a CERTIFIED FINANCIAL PLANNER® professional with over seven years of experience in financial advisory, focusing on personalized wealth management strategies. Wayne joined the Lufkin Merrill Lynch Wealth Management Office in 2021 as a Senior Financial Advisor, bringing experience from his prior role as an independent advisor with the Principal Financial Group. His expertise spans college education planning, defined benefit and contribution plans, retirement income, portfolio management, tax minimization, and strategies for business owners, physicians, and retirees.

Wayne earned a Bachelor of Business Administration in Finance from Stephen F. Austin State University in 2011. He holds multiple professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Wayne emphasizes a planning-based approach tailored to each client's long-term financial goals.

Raised in the Lufkin area, Wayne and his wife Brittany have two children. Committed to community involvement, he is a past president of the Lufkin Rotary Club and has served on the Salvation Army Advisory Board. Outside of work, Wayne enjoys running, tennis, skiing, cooking, traveling, and spending time with his family and friends.

Client services

Based on Merrill

Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d

Expertise

Wealth management Retirement income strategy General retirement planning Tax-loss harvesting Business ownership considerations

Occupation focus

Doctor or Medical Professional Founder/Business Owner Retired

Demographic focus

Parents Young Families

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Fee options

Commissions

SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.

Location

See office

Lufkin, TX S Medford Dr

4100 S Medford Dr

Lufkin TX 75901

Advisors at this office

8

Most active in

Texas

Work history

13 years of industry experience

BANK of AMERICA, N.A.

2021 - Present • 5 years

Lufkin, TX

Merrill

2021 - Present • 5 years

Lufkin, TX

Wayne Ramsey Financial

2020 - 2021 • 1 year

Lufkin, TX

Principal Securities INC

2015 - 2021 • 6 years

Lufkin, TX

Principal Life Insurance Company

2015 - 2021 • 6 years

Lufkin, TX

Guardian Life

2015 - 2015 • 1 year

TX

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Deborah C

CFA®

Lufkin, TX

Akros Investments, Inc.

Deborah Castellani is a CFA® charterholder with 23 years of industry experience, currently serving at Akros Investments, Inc. She has worked in consulting since 2000 and is president of OTB Strategic Consulting, Inc., a financial and non-financial consulting firm. Akros Investments, Inc. primarily serves institutional clients and plan sponsors, offering retirement-plan oversight, fiduciary governance, and asset-allocation-based portfolio management. The firm provides consulting and educational programs, including women-focused financial education, alongside asset management and co-fiduciary services.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Cash flow / budgeting Founder/Business Owner Executive Self-Employed Attorney Financial Professional Women Professionals
user avatar

Claudia V

Series 65

Lufkin, TX

11 Financial

Claudia Valladares is a financial advisor at 11 Financial in Lufkin, TX, holding a Series 65 designation with seven years of industry experience. She has worked at 11 Financial since 2018 and was previously with Envoy Advisory Inc. and Commercial Bank of Texas. 11 Financial provides portfolio management, financial planning, and education services primarily to individual and high-net-worth clients, as well as corporate clients. The firm uses a combination of fundamental and technical analysis alongside modern portfolio theory to tailor strategies to client goals and risk tolerance.

Options & derivatives strategies Annuities Doctor or Medical Professional Founder/Business Owner
user avatar

Taylor K

CFP®, Series 66

Lufkin, TX

11 Financial

Taylor Kovar is a CFP® with 13 years of industry experience, currently serving as a financial advisor at 11 Financial since 2015. His prior experience includes roles at Merrill and Envoy Advisory Inc. Outside of his advisory work, Kovar is involved in several business ventures including real estate development, digital marketing, outdoor apparel, frozen treats, and a coffee shop, and he serves as an adjunct professor at Stephen F. Austin State University. 11 Financial provides portfolio management and financial planning services to individuals, high-net-worth clients, and corporations. The firm utilizes a combination of fundamental and technical analysis alongside modern portfolio theory to tailor investment strategies, offering both discretionary and non-discretionary services with regular account reviews.

Options & derivatives strategies Annuities Doctor or Medical Professional Founder/Business Owner
user avatar

Joseph C

Series 63, Series 65

Lufkin, TX

11 Financial

Joseph Ceasar is a financial advisor with 15 years of industry experience, currently serving at 11 Financial as part of a six-advisor team. He holds Series 63 and Series 65 licenses and has previously worked at Kovar Wealth Management, Semita Asset Management, and Investors of the Kingdom LLC. Ceasar is also the president of the board of directors for the Legacy Institute for Financial Education, a nonprofit organization. 11 Financial provides portfolio management, financial planning, and education services primarily to individual and high-net-worth clients, as well as corporate clients. The firm employs a combination of fundamental and technical analysis alongside modern portfolio theory, offering tailored investment strategies that include both long-term allocations and active trading approaches.

Options & derivatives strategies Annuities Doctor or Medical Professional Founder/Business Owner
user avatar

Ashlyn R

Series 63, Series 65

Lufkin, TX

Commonwealth Financial Network

Ashlyn Reece is a financial advisor at Commonwealth Financial Network with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Raymond James & Associates and The Advanced Financial Group. In addition to her advisory role, she is involved in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $212.7 billion in client assets. The firm provides a broad platform of managed-account programs, access to third-party asset managers, and custody services, supporting various investment strategies across mutual funds, ETFs, individual securities, and other products.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
user avatar

Alexis P

Series 66

Diboll, TX

Sanctuary Advisors, LLC

Alexis Pigg is a financial advisor at Sanctuary Advisors, LLC with 13 years of industry experience. She holds the Series 66 designation and previously worked at Bank of America and Merrill. Outside of her advisory role, she serves as President of the Junior League of Lufkin, overseeing the board and community service projects focused on women and children in the Lufkin/Angelina County area. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports more than 400 independent investment adviser representatives who manage accounts through various programs, employing multiple analytical approaches and offering both discretionary and non-discretionary management options.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
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