Luis Ramos

Luis Ramos

In Loving Memory of Our Friend and Partner, Luis Ramos (1967 - 2017)

As a specialist in income taxes and financial planning, Luis Ramos had one constant mantra that drove him with respect to his clients—it's not what you earn, it's what you keep. With such a commitment to his clients, Luis developed strategies that helped them derive financial benefits in the areas of asset growth, retirement, long-term health care, estate planning, and paying for their children's college education.

Luis began his profession years ago when he accepted a trading position with M.H. Myerson, a highly regarded broker-dealer, where he executed multimillion dollar trades on a daily basis on both the American Stock Exchange and New York Stock Exchange.

Having established a strong record of accomplishment, Luis was offered a position with an income tax and financial consulting firm as a tax and financial advisor in 1997 where he performed a wide range of functions of increasing responsibility, including preparing personal income taxes, providing financial advice, and conducting educational seminars on various financial planning topics.

Building further on his professional success, Luis became one of the founding partners of Metropolitan Capital Tax & Wealth Management. He managed millions of dollars in client assets and specialized in alternative tax planning. The seminars and workshops he conducted regularly gave him the opportunity to provide various groups and organizations with invaluable tax and financial planning information.

Luis prided himself on educating his clients:

I am deeply concerned about the fact that many people today have no idea where they stand financially. Relying on others to secure your financial future can have tremendous consequences. I believe that as an advisor, I am obligated to help my clients understand that the only way to achieve financial independence is to recognize the importance of proactive planning.

Luis attended the State University of New York College at Old Westbury. He was fully bilingual in both English and Spanish. He was also a member of the National Association of Tax Preparers. He lived on Long Island with his wife Mary and their son.