Nancy Ramirez Headshot

Nancy Ramirez

In by Mission Wealth

Nancy Ramirez, Client Service Representative

Nancy Ramirez

Client Service Representative

Lisle

(773) 820-7337

CONTACT Nancy Ramirez

"With over a decade of experience in financial services and operations, I bring a deep understanding of client service management, and operational processes. My focus is on fostering client trust and ensuring seamless account operations through proactive communication and system optimization."

Nancy is a Client Service Representative at Mission Wealth in the Chicago area. She collaborates closely with her team of Wealth Advisors to ensure that clients receive prompt and efficient service. Nancy's responsibilities include preparing new account paperwork, performing ongoing account maintenance, and providing regular updates to clients. With her attention to detail and dedication to client satisfaction, Nancy plays a vital role in the success of Mission Wealth.

Learn About Nancy Ramirez

Professional Background

Previously, Nancy contributed to Northern Trust Corporation by overseeing client change events, managing portfolio rebalancing, and leading liquidity analysis for custom funds. She is passionate about elevating client experiences and thrives on solving challenges and building collaborative relationships within dynamic financial environments.

Personal Pursuits

Chicagoan, avid hiker, and baker. Loves a good book and a nice glass of wine.

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About Mission Wealth

Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.

Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.
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