Bill Ramsay

CFP®

Bill Ramsay has been providing financial services since 1985 and earned his CFP® certification in 1998. Continuous improvement and commitment to quality are among his core beliefs. These values are reflected in the growth of Financial Symmetry and the loyalty of clients and staff.

Bill is often interviewed for industry publications such as Financial Planning, Inside Information, Journal of Financial Planning and Investment Advisor. He is a frequent guest for The Triangle Business Journal’s annual financial roundtable discussions.  Bill has also been interviewed for national financial publications like The Wall Street Journal and Barron’s as well as general news publications such as Newsweek and the Raleigh News and Observer.

Bill grew up in Statesville and Charlotte, NC, but has been living in the Triangle area since the mid-1980s. Bill and his wife, Janet, enjoy traveling, camping and fishing.  Bill’s wife recently set a goal for the couple to visit all the U.S. National Parks. So far, they’ve been to 11, so they have a ways to go!

Bill Ramsay's pet

Dr. Sandy Albright

Named after her vet so that when we take her to the vet we get to say Dr. Albright is here to see Dr. Albright.

EDUCATION

CFP® Certification in 1998

Authored Content

How We See It

How to Not Worry About a Falling Stock Market

Podcast

Our Top 10 Economic Stories of 2021

Market Outlook

1st Quarter 2021 Market Update

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CLIENT CENTER

UPLOAD FILES

Pershing Account