Nick Ramstetter is a Wealth Advisor at RDM Financial Group. He started his career in finance over ten years ago in New York as a Wealth Advisory Associate working alongside Senior Advisors by creating financial plans for their high-net-worth clients. Most recently, he was the lead advisor on a team which oversaw hundreds of household relationships. Throughout his career he has been focused on creating meaningful relationships with his clients and helping them navigate their financial lives by providing tailored investment solutions, tax efficient strategies and estate planning to fit their needs.
Prior to joining RDM Financial Group, Nick held financial advising positions at Morgan Stanley, Merrill Lynch, Fidelity Investments and a tax associate role at PriceWaterhouseCoopers. Nick earned a Bachelor of Science in Business Administration with a major in Finance from Ohio State University and a Master’s in Accounting from University of Cincinnati. He holds the Series 7, 63, 66 and Life and Health licenses.
Nick resides in Fairfield, CT with his wife Rebecca, his daughter Ruby and his dog Bentley.
10 Wright St. 1st Floor
Westport, CT 06880
Office: (203) 255-0222
Fax: (203) 255-5333
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6501 Congress Avenue
Boca Raton , FL 33487
Office: (561) 393-8500
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300 Madison Ave, 29th Floor
New York, NY 10017
Office: (212) 682-2200
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