Jeffrey Ramsey
Managing Director, Wealth Management
With over 35 years of experience in wealth management, Jeff is dedicated to helping high-net-worth individuals and families navigate all aspects of their financial lives. As Managing Director of Wealth Management at Choreo's Minneapolis office, Jeff specializes in estate planning, financial planning, insurance planning, asset protection, philanthropy, retirement planning, and business transition and transaction planning.
Jeff takes a holistic approach to financial planning, collaborating closely with CPAs, attorneys, and insurance professionals to ensure seamless, comprehensive strategies tailored to each client's unique needs. His expertise spans estate and investment planning, life and long-term-care insurance, and cash flow management, allowing him to provide thoughtful, customized guidance that aligns financial goals with long-term security and legacy planning.
At the core of Jeff's approach is his commitment to truly understand his clients, ensuring that every recommendation is rooted in their personal and financial aspirations. He believes in delivering the right balance of education and reasoning, empowering clients to make informed decisions with confidence.
Outside of work, Jeff enjoys spending time with his family and friends, relaxing on the golf course, boating and doting on his "doggy grandchildren."
PROFESSIONAL AFFILIATIONS AND DESIGNATIONS
- Chartered Financial Consultant®
- Chartered Life Underwriter®
EDUCATION
- B.A., History and Speech Communications, University of Minnesota
