J Felipe Ramirez
Felipe Ramirez is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Tampa, Florida. He works closely with ultra-high-net-worth individuals and families to help optimize, preserve, and manage their wealth.
Felipe and his team coordinate local resources and the extensive capabilities of Bank of America Private Bank specialists to deliver customized financial strategies. These solutions encompass investment management, trust and estate planning services, liquidity event planning, credit and lending strategies, and philanthropic planning.
With more than 25 years of experience in the financial services industry, Felipe has built a distinguished career focused on helping clients navigate complex financial decisions and achieve long-term success. His extensive experience reflects a longstanding commitment to delivering exceptional client service and tailored financial solutions that evolve with clients' changing needs.
Felipe earned a Bachelor of Science in Finance from the University of South Florida and a Master of Business Administration from the University of Tampa. He also completed the prestigious Pacific Coast Banking School, a three-year graduate-level program focused on executive leadership, finance, and banking.
Felipe is a graduate of Leadership Tampa Bay's Class of 2018 and subsequently served six years on the organization's Board of Directors. He is also a graduate of the FBI Citizens Academy. Deeply committed to community engagement and leadership development, Felipe currently serves on the boards of Lutz Preparatory School and the Sarah Vande Berg Tennis Foundation. He is a member of the University of Tampa Board of Fellows and serves on the Dean's Executive Advisory Board for Saint Leo University's College of Business. Through these roles, Felipe actively supports initiatives that promote education, leadership development, and community engagement throughout the Tampa Bay region.
Join this informative panel discussion on October 22 at 1 pm. Katie Carlson will lead this discussion, featuring Mitch Drossman, Head of National Wealth Strategies, and Jim Carlisle, Public Policy...
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 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 interest. 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 in on providing today's clients with disciplined financial strategies and a bridge across generations.