About Us
Our Company Mission & Client Vision
Southern Coast Wealth Advisors mission is to ensure our client’s financial piece of mind. We partner with our clients in long-term, trusted financial advisory relationships that lead to successful retirement outcomes.
Our vision is to provide unparalleled financial services founded on trust and integrity. When you choose to work with us, we help you provide for your family, support your business, and give clients the confidence to pursue their own passions, dreams and talents. At Southern Coast Wealth Advisors, we give every client the respect, time and personal attention they deserve.
LEADERSHIP
Ramsey Marcello
Ramsey Marcello is the Founder and CEO of Southern Coast Wealth Advisors. Ramsey is an experienced wealth management advisor and attorney. He has years of experience working with clients to better their overall financial outlook and estate plan.
Mr. Marcello was born and raised in New Orleans, Louisiana and went to high school at Isidore Newman. After finishing high school he moved to Nashville, Tennessee to pursue his undergraduate degree from Vanderbilt University. Post college he moved to Washington, D.C. to work for Skadden, Arps, Slate, Meagher & Flom, which is an international based law firm. Upon two years in D.C., Ramsey decided to move back to New Orleans in order to obtain his J.D. from Tulane University.
Mr. Marcello is very involved and hands on in the greater New Orleans community. He currently sits on the boards of the Isidore Newman Alumni Association, the Forum for Equality Foundation, and the Irish Channel Neighborhood Association.
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