Ramsey Marcello

Ramsey Marcello is an experienced financial advisor based in New Orleans, Louisiana. With degrees in Economics, Organizational Development, and law, Mr. Marcello worked for several prestigious law and financial firms around the country, but he eventually found his way back to his hometown.

Soon after returning, he began his career as an attorney in New Orleans, where he discovered a keen interest in finance. This realization led him to blend his legal expertise with financial acumen, significantly enhancing his client services. Transitioning from a full-time attorney to a financial advisor, Ramsey Marcello seamlessly adapted, quickly excelling in his new role.

After adding several more years of experience working with clients in the finance, insurance, and law industries, Ramsey Marcello founded Southern Coast Wealth Advisors where he currently serves as Chief Executive Officer. In addition to helping clients achieve financial freedom and plan their retirements, Mr. Marcello is actively involved in his community. He currently serves on the board for three organizations, the Isidore Newman Alumni Association, the Irish Channel Neighborhood Association, and the Forum for Equality Foundation where he can implement positive change using his skills in finance and law.

Ramsey, with a decade of notable experience, established Southern Coast Wealth Advisors in 2018, where he currently serves as the CEO. His expertise lies in enhancing his clients' overall financial prospects and devising comprehensive wealth management plans, thereby enabling them to achieve a secure and comfortable future. Within his company, he oversees all aspects of investments and insurance, catering to individuals and corporations alike. By providing thorough analyses, he guides his clients through the intricate realm of investments.

Ramsey Marcello's critical areas of focus encompass retirement planning, estate planning, and facilitating financial security for clients, irrespective of their present circumstances. Although these responsibilities demand a significant portion of his time, he consistently carves out space to actively engage with his local community and explore new avenues for involvement.

Mr. Marcello also holds a position on the board of the Forum for Equality Foundation, which is an organization that advocates for policy changes and equal rights for all and protects workers from all types of discrimination striving for equal rights for all.