Beatriz Ramos

Beatriz Ramos is a Private Client Advisor with Bank of America Private Bank in Miami, Florida. Beatriz works closely with ultra-high-net-worth individuals and family offices to help optimize and manage their wealth. By identifying each client’s goals and needs, she and her team coordinate local resources and the national capabilities of Bank of America to design and implement tailored strategies in investment management, customized lending, private banking, and alternative investments.

Beatriz has worked in the financial services industry for nearly 20 years. Prior to joining Bank of America Private Bank in 2025, she was an Ultra High Net-Worth Banker at Citi Private Bank, advising clients across the U.S. and Latin America. Previously, she held senior roles within BBVA’s Corporate & Investment Banking division, where she focused on sales, strategy, and product management. This background equips her to address the needs of sophisticated clients while maintaining a whole-family approach that helps multiple generations manage wealth, legacy, and opportunity.

Beatriz obtained a bachelor’s degree in Economics from San Pablo CEU University in Madrid. She resides in Miami with her husband and two children.

_{*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.}