Attaining success in New Orleans, renowned for its distinct culture and ambiance, demands a blend of professionalism, expertise, and innovation. Ramsey Marcello, a native of New Orleans, embodies these qualities in abundance, culminating in a thriving and ever-expanding career within the financial sector. Transitioning from a role as a defense investigator to assuming the mantle of CEO at Southern Wealth Advisors, Mr. Marcello not only possesses financial acumen but also a deep understanding of the legal underpinnings of pivotal financial scenarios. This unique combination empowers him to offer unparalleled counsel.

Ramsey Marcello chose to broaden his horizons beyond his home state, pursuing his education at Vanderbilt University, where he pursued dual majors in Economics/History and Human & Organizational Development. Following his academic journey, he ventured to Washington D.C. to hone his skills with the prestigious international law firm, Skadden, Arps, Slate, Meagher & Flom. His two-year tenure there solidified his interest in law and played a pivotal role in his decision to return to New Orleans for Tulane University’s esteemed law program. In 2009, he graduated with a Juris Doctor degree, specializing in the Common Law program and holding a certificate in Maritime Law.

As a product of New Orleans, Louisiana, it's unsurprising that Mr. Marcello felt drawn back to the community that shaped his upbringing. Shortly after his return, he swiftly secured a position as an attorney and discovered his fervor for finance. Recognizing the potential synergy between his legal and financial talents, he transitioned from a full-time attorney to a financial advisor, finding his niche and excelling in it.

In 2018, armed with a decade of noteworthy experience, Ramsey established Southern Coast Wealth Advisors, assuming the role of CEO. His expertise lies in enhancing clients’ overall financial perspectives and refining wealth management strategies, ensuring a secure future for all. His firm adeptly handles a spectrum of investments and insurance needs for individuals and corporations alike, supplementing these services with comprehensive analyses to navigate the intricate investment landscape. Of particular focus to Mr. Marcello are retirement and estate planning, as well as fostering financial security for clients irrespective of their present circumstances.

Award winning finance professor; investing and personal finance expert.

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