Union Bank, N.A., has named Rex Ramsey a vice president and senior wealth advisor for The Private Bank, which provides comprehensive wealth management solutions for individuals, families and businesses.
Based in the Inland Empire, Ramsey will be responsible for helping clients with banking, investment, estate planning and trust services.
In addition to the Inland Empire, Ramsey will serve clients in the surrounding desert and mountain communities, including Barstow, Apple Valley, Hesperia, LakeArrowhead, Big Bear Lake, Blue Jay and the Coachella Valley cities of Palm Springs, Palm Desert, Indian Wells, La Quinta and Rancho Mirage.
“We are excited to have Rex join our Southern California Private Bank team,” says Union Bank Executive Vice President Mary Curran, head of The Private Bank. “He brings great experience working one-on-one with clients to develop customized financial solutions.”
Ramsey was previously a senior financial advisor for the bank’s subsidiary, Union Banc Investment Services (UBIS). Prior to joining Union Bank, he served as a financial consultant for Fidelity Investments, where he was responsible for providing financial solutions to affluent clients with managed accounts, mutual funds, life insurance, and fixed income and annuities. He also worked for Washington Mutual Financial Services as a financial consultant, specializing in 401(k) rollovers.
Ramsey attended the University of California, Riverside and is also pursuing a degree in business administration at California Coast University. He is a member of Kiwanis International and is president elect for the San Bernardino chapter. Ramsey holds a Certified Financial Planning
distinction and is also a member of the Financial Advisors Council for the Community Foundation.
Ramsey resides in Southern California with his wife Candace and son Anthony.
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