Boca Raton, FL
Javier Robert Ramos has been a fixed-income specialist for 17 years and strongly believes that consistent communication with clients is the foundation to a successful relationship. He maintains strong values and ethics, placing a focus on trust with his clients. Robert believes that understanding his clients’ ever-changing needs is essential to providing the service they deserve. He prides himself on having multigenerational relationships with his client base.
Robert has a vast understanding of tax-free and taxable opportunities within the bond market. He utilizes the benefits of tax-free bonds to the advantage of his high-net-worth clients. By utilizing independent sources for research, Robert is able to navigate the risks of the credit market.
Robert holds Series 7 and 63 licenses. He attended Lynn University earning a Bachelor’s degree in International Business. Robert has resided in Boca Raton since 1992. He and his wife, Katy, have two young daughters, and they enjoy traveling and spending time outdoors.