Wealth management consultant specializing in HNW clients joins Mercury Financial Group
Mercury Financial Group, a Dallas-based advisory firm for financial advisors specializing in wealth management strategies and insurance for high-net-worth clients, has hired Corey Culp-Ramsey as vice president/planning specialist. She is tasked with bringing aboard institutions, wirehouses, RIAs banks and family offices in the Dallas/Fort Worth area.
Culp-Ramsey, who holds Series 6, 7, 63 and 65 licenses, was previously a wealth management consultant at Saybrus Partners in Virginia. She specializes in the development of retirement income planning, current and future tax reduction strategies, and estate planning for business owners/entrepreneurs, and wealthy executives