Meet Ramone

Ramone Givens, MBA, serves as a Financial Advisor with Eagle Strategies and Partner with Charlotte Legacy Group, bringing over a decade of experience guiding individuals, families, and business owners toward greater clarity, confidence, and control in their financial lives.

With a background spanning pharmaceutical sales, wealth management, and business strategy, Ramone offers a rare blend of analytical insight and human-centered planning. He began his financial services career in 2012, working with firms such as Merrill Lynch and Morgan Stanley.

Ramone holds an MBA in General Business and is fully licensed for various financial products. He has a particular affinity for working with business owners, medical professionals, retirees, and families who value thoughtful guidance over transactional advice.

Known for his compassionate, non-pressured approach, Ramone focuses on helping clients answer one essential question: “Am I going to be okay?” His goal is to ensure clients feel informed, supported, and confident in the decisions they make—no matter the size of their portfolio.

A Charlotte native, Ramone is a devoted father to two adult children and enjoys long-distance running, golf, and lifelong learning. A self-described chemistry enthusiast, he holds multiple research patents and remains curious about how things work—financially and scientifically.