Jack Ramey, MBA, CFP®
Jack joined WBH Advisory in 2020 as a Wealth Advisor. Jack was formerly a managing director and client advisor for a local investment advisory firm. Prior to that role, Jack spent nearly thirty years at Fidelity Investments in both client facing and leadership roles. Jack offers to provide guidance and advice to clients to support their financial planning needs. His aim is to ensure that the families he works with are prepared for the expected and unexpected events that can impact their quality of life now, and in the future.
Jack is a graduate of Loyola University Maryland with a Bachelor’s degree in Philosophy and Loyola’s Sellinger School of Business where he earned an MBA in Business Administration. He has been a long-time supporter of the Fuel Fund of Maryland, serving as past Chairman, and is currently on the investment committee for the Fund’s endowment.