Javier Robert Ramos

Vice President
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.

Investments involve risk and the possible fluctuation of principal.

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