Jose Ruiz

Wealth Advisor

A young man in a blue suit and tie smiles at the camera, standing in front of a blurred modern office background with soft lighting.
Request a Consultation
Hometown

Barquisimeto, Venezuela

Colleges

BS, Towson University

Office Location

Baltimore

Jose joined HB Wealth in January 2025 after working with WMS Partners for over six years. He is passionate about helping clients navigate their financial journeys. With experience in financial planning, private investments, and relationship management, he works closely with high-net-worth individuals, nonprofit organizations, and family offices to create strategies that truly align with their goals.

Jose started as an analyst at WMS Partners and worked alongside senior advisors in the Advisory/Client Service department.

Jose earned his Bachelor’s degree in Business Administration with a concentration in Finance from Towson University. Jose is currently pursuing the CHARTERED FINANCIAL ANALYST (CFA) designation and is scheduled to take the Level 3 exam in August 2025.

In his spare time, Jose enjoys spending time with friends and family, hiking, fishing, and traveling.

A young man in a blue suit and tie smiles at the camera, standing in front of a blurred modern office background with soft lighting.
Request a Consultation

Jose joined HB Wealth in January 2025 after working with WMS Partners for over six years. He is passionate about helping clients navigate their financial journeys. With experience in financial planning, private investments, and relationship management, he works closely with high-net-worth individuals, nonprofit organizations, and family offices to create strategies that truly align with their goals.

Jose started as an analyst at WMS Partners and worked alongside senior advisors in the Advisory/Client Service department.

Jose earned his Bachelor’s degree in Business Administration with a concentration in Finance from Towson University. Jose is currently pursuing the CHARTERED FINANCIAL ANALYST (CFA) designation and is scheduled to take the Level 3 exam in August 2025.

In his spare time, Jose enjoys spending time with friends and family, hiking, fishing, and traveling.

Hometown

Barquisimeto, Venezuela

Colleges

BS, Towson University

Office Location

Baltimore

Request A Consultation with Jose Ruiz

My Investment Portfolio Size(Required)
*By providing my wireless phone number to Homrich Berg, I agree and acknowledge that Homrich Berg may send text messages to my wireless phone number for any purpose, including marketing purposes.