Wealth Management Partners

Categories

Financial Advisors

• 101 Centennial Street Suite D La Plata MD 20646
• (301) 885-0277
• (301) 885-0950
• Send Email
• Visit Website

Hours:

Monday thru Friday, 9:00 am to 5:00 pm; evenings by appointment only

About Us

We are independent financial planners with 40 years of experience. Investment Management solutions, retirement, estate, insurance and divorce financial planning are among our areas of expertise.

Rep/Contact Info

View Personal Bio

Joyce Cool, ChFC, CASL

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Joyce Cool began her career in the financial services industry in November 1998. She spent the first 5 years of her career with Monumental Life before she ventured out on her own.

She has earned numerous industry designations including the Chartered Financial Consultant (ChFC), and Chartered Advisor for Senior Living (CASL).

As a personal financial planner, Joyce specializes in investment management strategies, retirement planning, estate planning and has a niche in the area of divorce financial planning.

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Joyce Cool, ChFC, CASL

Financial Advisor

• Phone: (301) 885-0277
• Fax: (301) 885-0950
• Cell Phone: (301) 751-4326
• Send an Email
• 101 Centennial Street Suite D La Plata MD 20646

View Personal Bio

Robert T Ramos, CFP, ChFC, CASL

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Robert Ramos obtained a Bachelor’s degree in Economics from the University of Maryland before entering the financial services field with Prudential in September of 1993. He became an independent advisor in 2000 and founded Wealth Management Partners, LLC with Joyce Cool in 2005

He has successfully completed the following designation programs: Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC) and Chartered Advisor for Senior Living (CASL).

Rob specializes in investment management strategies, retirement planning, estate planning and life insurance.

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Robert T Ramos, CFP, ChFC, CASL

Financial Advisor

• Phone: (301) 885-0955
• Fax: (301) 885-0950
• Send an Email
• 101 Centennial Street Suite D La Plata MD 20646

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Printed courtesy of www.charlescountychamber.org/ – Contact the Charles County Chamber of Commerce for more information.
303 Charles Street, Suite 100, La Plata, MD 20646 – (301) 932-6500 – info@charlescountychamber.org