DeRamus Wealth Management

 
STAFF

Larry Deramas, Financial AdvistorLawrence DeRamus - President/CEO

Lawrence DeRamus is Founder and President of DeRamus Wealth Management, LLC (formerly Capital Advisors Group). He has over 15 years of combined business, real estate, and financial services experience. Before becoming a fully-licensed wealth management professional, Mr. DeRamus had successful careers at Texas Instruments as an Engineer and in the US military as an Army helicopter pilot and Captain. Active both personally and professionally, Lawrence has served on a number of not-for-profit boards. He provides investment advice to large organizations such as Texas retirement entities and to Fortune 1000 corporations; as well as to individuals and families.

Mr. DeRamus graduated from West Point with a BS and from the University of Dallas with an MBA. He also completed the Professional Development Institute’s School of Financial Planning and and completed specialized coursework at the University of Pennsylvania’s Wharton School in Using Financial Statements in business. Mr. DeRamus is a member of the Financial Planning Association and Institute of Certified Financial Planners. He is a US Patent holder and father of three daughters.

Mr. DeRamus holds the following licenses: FINRA Series 7 • Series 63

Pat Egan, Financial Advisor Patrick Egan - Investment Consultant


Pat Egan is a seasoned investment professional with over 30 years as a FINRA-licensed Registered Representative. After beginning his career as an employee at Merrill Lynch in 1980, Mr. Egan left Merrill after a number of years and purchased a membership on the Kansas City Board of Trade. There, as a pit-trader, he began to hone his understanding of the capital markets first-hand by trading Kansas City Value Line Futures Contracts and Chicago Board of Trade S&P 500 Futures Contracts. In 1993, Mr. Egan left the trading pits and joined VSR Financial Services, Inc. There, he soon became Trade Desk Director responsible for the trading and related compliance activities of some 200 + Registered Representatives throughout the country in equities, fixed income, mutual funds, and other securities. Following a long career as Trade Director, Mr. Egan was subsequently instrumental in launching VSR’s Wealth Management Department. In 2010, he retired from VSR to join DeRamus Wealth Management, bringing with him a wealth of experience in fixed income, equities, and options related these securities.

Mr. Egan received a BS in Political Science from the University of Arkansas in 1974 and continues to make his home in Kansas City with lovely wife Cathy.

Mr. Egan holds several FINRA licenses, including:
Series 7 • Series 63 • Series 4 • Series 24 • Series 53.

Janet Sharp - Client Services


Janet Sharp is a FINRA-licensed Registered Representative with a rich and diverse background in financial services. Beginning her securities career in 1999 at Morgan Stanley Smith Barney, Mrs. Sharp was able to leverage prior job experiences in accounting, book-keeping, and accounts-payable with challenging new job experiences in client relations, client services, and client account management. After a number of years at Smith Barney, she extended her securities experience at Oppenheimer and Co., before joining DeRamus Wealth Management, LLC in charge of Client Services. Now, with over 12 years in the financial securities industry, Mrs. Sharp manages the daily activities and operations of the office and all activities associated with fulfilling client service requests.

Mrs. Sharp holds the following licenses:
FINRA Series 7 • Series 63 • Series 66 • Series 9 • Series 10

Home   |    About Us   |    Our Staff   |    Wealth Management Services   |    Case Studies   |   Learning   |    Events   |    Contact Us


Securities and Advisory Services offered through VSR Financial Services, Inc., a Registered Investment Adviser and member FINRA/SIPC. DeRamus Wealth Management, LLC is not affiliated with VSR Financial Services, Inc.

A Registered Representative may only transact business in states where they are registered, or exempt from registration. Currently we are registered in Alabama AL, Florida FL, Georgia GA, Louisiana LA, New Jersey NJ and Texas TX. If your resident state is not listed, please contact us at 972.235.9090. Under normal circumstances, securities licensing procedures for additional states may take 24-72 hours. We will not effect or attempt to effect securities transactions, or provide personalized investment advice to, or communicate directly with residents in a state in which a Representative is not registered.
 

Copyright © 2007-2012, DeRamus Wealth Management, LLC. All Rights Reserved.   website design by NovaStar Design