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Julie R

ChFC®, Series 66

Greenville, SC

Edward Jones

Julie Ramsay is a financial advisor with Edward Jones in Greenville, SC, holding the ChFC® designation and Series 66 license. She has eight years of industry experience, including twelve years at Bank of America prior to joining Edward Jones in 2017. Outside of her advisory role, she co-manages a property management business with her husband. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, with over $1 trillion in assets under management and a large network of advisors and branch offices. The firm offers a range of investment strategies and affiliated services, operating under a fiduciary standard.

Divorce financial planning Business exit / sale strategy Business Financial Management Founder/Business Owner Executive Doctor or Medical Professional Women Professionals Widow/Widower
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Melissa C

Series 66

Greenville, SC

Edward Jones

Melissa Carter is a financial advisor at Edward Jones with nine years of industry experience. She has been with Edward Jones since 2017 and previously worked at Emmanuel College for five years. Outside of her advisory role, she is an agent for United Healthcare, discussing Medicare Advantage plan options. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a large network of advisors and branch offices. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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