Employee Story Spotlight: Cooper Ramshaw

Cooper Ramshaw

20 Nov Employee Story Spotlight: Cooper Ramshaw

Posted at 09:26h in General by

Cooper Ramshaw has recently earned his CFP® Certification and has been promoted to Family Wealth Director

Please join us in congratulating Cooper Ramshaw on earning his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and being promoted to Family Wealth Director at StoryOne.

Cooper’s achievement reflects years of study, dedication, and a deep commitment to serving families with excellence. His thoughtful approach, calm leadership and ability to translate complex financial strategies into meaningful outcomes continue to elevate the work we do every day.

We’re incredibly proud of Cooper’s accomplishment and grateful for the heart and expertise he brings to the StoryOne team.

StoryOne
Linkedin-in Facebook-f Instagram X-twitter Youtube
StoryOne
Linkedin-in Facebook-f Instagram X-twitter Youtube

CRD # 331394  |  Privacy Policy  |  Form CRS  |  Form ADV part 2A

All written content on this site is for information purposes only. Opinions expressed herein are solely those of StoryOne, LLC and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by StoryOne, LLC, a Registered Investment Advisor with the Securities and Exchange Commission (SEC). All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for your specific financial decisions. Images and photographs are included for the sole purpose of visually enhancing the website. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.​ The inclusion of any link is not an endorsement of any products or services by StoryOne, LLC. All links have been provided only as a convenience. These include links to websites operated by other government agencies, nonprofit organizations, and private businesses. When you use one of these links, you are no longer on this site and this Privacy Notice will not apply. When you link to another website, you are subject to the privacy of that new site. When you follow a link to one of these sites neither StoryOne, LLC, nor any agency, officer, or employee of StoryOne, LLC, warrants the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these systems, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Portions of such information may be incorrect or not current. Any person or entity that relies on any information obtained from these systems does so at her or his own risk.

Copyright © 2024. StoryOne. All Rights Reserved.

Tags:
, , , , , , ,