Matthew Ramerage 38

Principal and financial adviser, MOR Wealth Management

I am an Idealist

40 Under 40
40 Under 40

I am a Leader

40 Under 40
Leaders

I am a Trailblazer

Trail Blazers

I am an Entrepreneur

40 Under 40
Entrepreneurs

I am a Visionary

40 Under 40
Visionaries

I am an Idealist

40 Under 40
Idealists

Meet the Leaders

Whether in their own firms or in their communities, these young people are leading the charge toward innovation in financial planning, bringing new opportunities to advisers and clients alike. Here, they share the best leadership advice they’ve received in their careers.

Meet the Trailblazers

This group doesn’t subscribe to groupthink. They are spearheading new ways of practicing and delivering financial advice — in some cases reaching populations previously considered unprofitable to serve. We ask them about the most unique and unusual ideas they’ve had.

Meet the Entrepreneurs

In addition to helping clients reach their financial goals, some in the advice industry face the challenge of running a business or a team. Others have started companies to support this pursuit. These young people are flourishing amid the balancing act — and some got an early start.

Meet the Visionaries

It’s not about what is, but what will be — and what can be — the future of the financial planning industry for this group of forward-looking advisers, educators and executives. Their insights pull the rest of the profession into the next stratum.

Meet the Idealists

Life experiences shape our ideals, especially for these young professionals who see challenges in the advice industry and the world — and set out to meet them. They also have words of wisdom for the next generation.

About Matthew

"You may hear some things on this phone call that may surprise you, that may be outside the realm of traditional Wall Street," warned Matthew Ramer, who left Morgan Stanley last November to found his own firm, MOR Wealth Management.

A new report reveals that only 40% of Americans plan to shop on Black Friday this year. Find out why: http://t.co/wchTHqwxOYWednesday, Nov 19, 2014 3:03PM @MORWealthMgmt

The first surprise is that in addition to helping safeguard his clients' retirements, Mr. Ramer doubles as a private pilot and is a national search-and-rescue flight instructor for the Air Force Auxiliary. After Hurricane Katrina, for example, he flew to New Orleans to help search for survivors and deliver supplies. He also has flown for the local medical airlift, although his charitable flights have been tapered back in light of the time he has put into his recent transition.

"There are careers in America that are more important than mine, yet in some cases I am more handsomely compensated," Mr. Ramer said. "And I think that where resources don't exist, it's our responsibility to give back."

Although his charitable flights are on hold, Mr. Ramer has been applying that same mentality to building his business. He said his first priority is building the team, and looking after his staff.

Counter to the way large companies are run, Mr. Ramer said, his philosophy is not about money or profit margins. He may let an employee leave early, for example, or hire more workers, whereas some organizations would see such moves as a drain on income.

"There are some things that I will do that will cost me money that I will never be able to quantify the return," he said. "But when a staff member knows that their employer cares deeply about them and will go out of their way for them, the effort they put into their job or role is amplified dramatically."

Mason Braswell

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Fast Facts

  • Owns a single-engine Cirrus SR22 airplane
  • Three people he would most like to invite to a dinner party: Benjamin Franklin, Benjamin Franklin and Benjamin Franklin
  • First job was as a photography assistant