LinkedIn LogoConnect with me on LinkedIn

Rita C Ramirez

Managing Director, Private Client Manager

Contact Me

Professional Profile

Rita C. Ramirez is a Managing Director and Private Client Manager with Bank of America Private Bank based in Miami, Florida. She works with a diverse clientele that includes entrepreneurs and business owners as well as families with long-term wealth. Rita is committed to looking at the big picture of each client’s wealth, from their point of view. She coordinates with a team of specialists from the Private Bank to offer a range of services that extend from day-to-day liquidity management to wealth planning strategies and complex credit solutions.

In a banking career spanning more than 30 years, Rita has had operations management as well as international and domestic private bank experience. She joined the Private Bank (formerly U.S. Trust) in 2007.

Rita earned a Bachelor of Arts degree in business administration and international business graduated at Florida International University. She is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Accredited Domestic Partnership Advisor™, ADPA™ designation.

Passionate about mentorship, Rita served on the board of Big Brothers Big Sisters of Greater Miami for 12 years. She remains active with that organization, the United Way Women’s Leadership Council, and the Bank of America community volunteer group. Rita enjoys the arts (especially theatre), water sports and supporting environmental causes. She lives in Key Largo, Florida.


 

*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.

*Accredited Domestic Partnership Advisor™, ADPA™, and the ADPA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.

EDUCATION

  • Florida International University

LANGUAGES

  • English
  • Spanish

Let's Have A Conversation

We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future

Have Us Contact You

EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST

For more than 200 years, Bank of America Private Bank has helped clients navigate the complex challenges of managing significant wealth. We draw on the Private Bank’s personalized approach, as well as the resources of Bank of America, to help individuals and families, businesses, and institutions achieve their financial objectives. Whether you’re looking to preserve and share wealth, build philanthropic legacies or plan for future growth, our commitment is to make your goals our priority.

At Bank of America Private Bank, we take pride in our history and in serving our clients’ best interests. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus is on providing today’s clients with disciplined financial strategies and a bridge across generations.