Wealth Advisor and Relationship Manager
Ramona is responsible for developing opportunities with prospective clients and advisors with special focus on Northern Virginia and the surrounding communities. She also maintains and broadens relationships with existing clients, advising them in the areas of investment management, financial and estate planning, and trust administration. Acting as point person, Ramona oversees the delivery of services to clients and coordinates with their legal, accounting, and other advisors.
Prior to joining Chevy Chase Trust, Ramona held various managerial and sales leadership roles at Bank of America Private Bank, formerly known as U.S. Trust, most recently (2013-2022) as Senior Vice President and Private Client Advisor. She was the strategic leader of a team of professionals providing guidance on investment management, wealth transfer, and credit and banking needs for high net worth and ultra-high net worth clients. From 2008-2013, she was the Market Executive responsible for the entire sales and strategic direction of the Greater D.C. market with three offices and over $80 million in annual revenue. Prior to Bank of America, Ramona was Senior Vice President and Group Director of the D.C. metropolitan and Baltimore markets for BB&T Wealth Management, now Truist.
Ramona received her undergraduate degree and her Master of Business Administration from the University of Southern Mississippi. She currently serves on the board of the Shakespeare Theatre Company, and previously served on the boards of the Wolf Trap Foundation for the Performing Arts and the Washington National Opera.
Read an interview with Ramona Mockoviak »
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