Rita C Ramirez

Managing Director, Private Client Manager

Professional Profile

Rita C. Ramirez, a Managing Director and Private Client Manager with Bank of America Private Bank managing loans, deposits and investments for families in the South Florida area and throughout the country. She assists in pursuing client needs and implementing financial strategies by providing guidance with strategic banking and credit needs, as well as day-to-day liquidity management services and wealth transfer planning discussions.

Rita has over 30 years of financial services experience and joined Bank of America Private Bank in 2007.  Throughout her career, she has served in various capacities including International Private Banking, Domestic Private Banking and Bank Operations Management, to her current position where she deals with both domestic and international clients.  Rita received a Bachelor of Arts degree from Florida International University, majoring in Business Administration and International Business. Rita holds the CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc. and the Accredited Domestic Partnership AdvisorSM accreditation (ADPA®)

Rita is actively involved with Big Brothers Big Sisters of Greater Miami, as a board member.  She is also involved with the United Way Woman’s Leadership Council and an active member of the Bank of America Community Volunteer Group.   She is an advocate for mentorship and has a passion for Theater.   

 

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

Accredited Domestic Partnership AdvisorSM and ADPA® are registered service marks of the College for Financial Planning.

LANGUAGES

  • English
  • Spanish

EDUCATION

  • Florida International University

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

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.