Title: Owner
Company: Uncommon Wealth Partners
Location: Ankeny, Iowa, United States
Phillip T. Ramsey, owner of Uncommon Wealth Partners, has been recognized by Marquis Who’s Who Top Executives for dedication, achievements, and leadership in finance.
With over two decades of experience, Mr. Ramsey has established a successful career in finance. He currently serves as the owner of Uncommon Wealth Partners, a role he has held since 2017, where he provides personalized financial planning, business coaching, and money management services aimed at helping individuals achieve financial freedom by aligning their investments with personal passions and goals. Additionally, that same year, he became the managing partner at The Foundation Group. His experience includes serving as a financial services advisor at Coleman Quiner Ltd. from 2014 to 2017 and at Bearence Management Group from 2012 to 2014. He worked as a financial services representative at Principal Financial Group in 2012, a pharma representative at Abbott Laboratories from 2008 to 2012, executive team lead at Target from 2005 and 2007, project coordinator at ITAGroup from 2004 to 2006, and he is a past president of the Financial Planners Association. He has also made contributions to the field by authoring “Uncommon Wealth: You Are Your Best Asset, Invest In Yourself,” a book that guides readers in achieving financial independence through residual income and investing in their unique talents and passions. Beyond his professional work, he is actively involved as a church elder, leads Bible studies, aids Syrian refugees, and serves on various nonprofit boards. He laid a solid educational foundation for these achievements by earning a Bachelor of Arts with a minor in leadership from the University of Northern Iowa in 2004.
Reflecting on his career, Mr. Ramsey’s notable achievements include founding Uncommon Wealth Partners and delivering exceptional service to his clients while pursuing a passion he deeply enjoys. He prioritizes listening to his clients and ensuring they are enthusiastic about their financial futures. If they are not, he actively seeks ways to address their concerns and ignite their excitement about the possibilities ahead. His goal is to use clients’ resources to inspire optimism rather than constrain them. By discussing their anxieties and advocating for their needs, he strives to be a supportive and proactive partner in their financial journeys. He attributes his success to the unwavering support of his family and the valuable lessons learned from his failures. In the coming years, he aims to positively impact others and help his clients achieve their highest levels of happiness. To aspiring professionals, he advises being open-minded, surrounding oneself with supportive and challenging individuals, and finding a great mentor who believes in one’s potential and is committed to demonstrating it.
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