About Us / David

David Ramey, CFP^® Partner

David has over 20 years of investment planning experience. As a partner who holds the CERTIFIED FINANCIAL PLANNER™ professional designation, David takes pride in upholding the CFP Board's Code of Ethics. Furthermore, as a Partner or Financial Advisor, David has comprehensive knowledge of retirement income planning strategies, wealth preservation, and estate planning strategies. Throughout his career, David has used this knowledge to help his clients plan for lifetime income while working to minimize market risk. David is a five-time recipient of the Five Star Wealth Manager Award for Atlanta (2012,2013,2014,2015,2016).

David's mission is to provide every client with targeted, comprehensive investment advice, and portfolio strategies – all delivered with the highest level of personal service and professional integrity. Before launching Boyer Ramey Wealth Management Group, David began his career as a Financial Advisor with A.G. Edwards & Sons in Atlanta. David holds a bachelor's degree in Finance from Auburn University.

David's commitment to serving also carries over to his involvement in the local community. He is a member of the Bartow Rotary Club and a member of Sam Jones Methodist Church. Away from the office, he also enjoys fishing and other outdoor activities. David resides in Cartersville, GA, with his wife, Alice, and their two children, Anna and Isabelle.

P:770-420-8829
E:[email protected]

The Five Star Wealth Manager award was issued on 9/1/12 by Five Star Professional (FSP) for the time period 2/4/12, through 7/22/12 . Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. 2660 Atlanta wealth managers were considered for the award; 607, 23% percent of candidates) were named 2012 Five Star Wealth Managers. Visit www.fivestarprofessional.com.

Award issued on 9/1/13 by Five Star Professional (FSP) for the time period 2/4/13 through 7/22/13 2852 Atlanta wealth managers were considered for the award; 592, 21% of candidates were named Five Star Wealth Managers.
Award issued on 9/1/14 by Five Star Professional (FSP) for the time period 2/4/14 through 7/22/14 4433 Atlanta wealth managers were considered for the award; 560, 13% of candidates were named Five Star Wealth Managers.
Award issued on 9/1/15 by Five Star Professional (FSP) for the time period 2/4/15 through 7/22/15 3620 Atlanta wealth managers were considered for the award; 546, 24% of candidates were named Five Star Wealth Managers.
Award issued on 9/1/16 by Five Star Professional (FSP) for the time period 2/4/16 through 7/22/65 2210 Atlanta wealth managers were considered for the award; 526, 24% of candidates were named Five Star Wealth Managers.