David’s Approach
David F. Ramage
Financial Advisor
Overview
David Ramage serves as a financial advisor in Savant’s Clinton, South Carolina, office. He has worked in the financial services industry for more than 40 years. He previously served as managing director of SwaimBrown Wealth Management from 2013 until it joined Savant in 2023. Before that, he owned and operated the Ramage Agency, where he provided financial services and insurance solutions to individuals and families.
An active member of Broad Street United Methodist Church, David serves as church treasurer and contributes his time to the Finance and Stewardship committees.
David earned a bachelor’s degree in business administration from Presbyterian College in Clinton. He and his wife, Sara, have two daughters and four grandchildren. He enjoys life in the country and spending time with his family.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Education
- Presbyterian College
Bachelor of Science in Business Administration
Affiliations
- Broad St. United Methodist Church – member, treasurer, Finance Committee member, Stewardship Committee member
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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