Biographies of the Partners
Joyce M. Cool, ChFC, LUTCF
Ms. Cool entered the financial services industry in 1998. She was recognized numerous times for her sales and service achievements. In 2005, she and Rob formed Wealth Management Partners, LLC.
Ms. Cool has been awarded a Fellowship from the Life Underwriters Training Council (LUTCF) and has been designated as a Chartered Financial Consultant (ChFC) by The American College of Bryn Mawr, Pennsylvania.
Joyce served two terms as President of the National Association of Insurance and Financial Advisers-Southern Maryland (NAIFA-SMD) Chapter, and was named President of the Year for Maryland in 2004.
FINRA Securities Licenses: Series 7 General Securities Representative; Series 6 Investment Company Products/Variable Contracts Representative; Series 63 Uniform Securities Agent State Law; Series 65 Uniform Investment Adviser Law
Other Licenses: Life Insurance, Annuities, Long Term Care Insurance, Disability Insurance
Professional and community involvement: President, Charles County Chapter of Women In Harmony
Robert T. Ramos, CFP® , ChFC
Mr. Ramos earned a Bachelors Degree in Economics from the University of Maryland-College Park in 1988. His career in financial services began in 1993.
Mr. Ramos earned the CERTIFIED FINANCIAL PLANNER (CFP) mark in 2004. He has also been awarded the Fellowship from the Life Underwriters Training Council (LUTCF) andChartered Financial Consultant (ChFC) designations. He has twice served as President of National Association of Insurance and Financial Advisers-Southern Maryland (NAIFA-SMD).
His service to the University of Maryland includes the Alumni Association's Board of Governors and President of the College of Behavioral and Social Sciences Alumni Board.
FINRA Securities Licenses: Series 7 General Securities Representative; Series 6 Investment Company Products/Variable Contracts Representative; Series 63 Uniform Securities Agent State Law; Series 65 Uniform Investment Adviser Law
Other Licenses: Life Insurance, Annuities, Long Term Care Insurance, Disability Insurance
Professional and community involvement: Member of the Financial Planning Association and the Southern Maryland Business Network. Currently serves as Treasurer for The University of Maryland College of Behavioral and Social Sciences Alumni Board.
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