Renae Ransdell is a Senior Vice President - Wealth Advisor at SageView Advisory Group, leading the office in Western Massachusetts. Renae and her team work closely, as fiduciaries, with individuals and families as they navigate numerous life events and decisions that can impact their personal and financial goals. Renae specializes in detailed financial planning for high-net-worth households with special emphasis on income planning, tax management, and generational wealth transfer.
Renae has over 15 years’ experience in financial services. Prior to joining SageView, Renae was a Managing Partner and Wealth Advisor at Thomson Financial Management, an independent financial services firm providing investment management and strategic wealth planning. Renae earned a degree in Communications, while on a soccer scholarship from the College of Saint Rose in Albany, New York. Renae is a CERTIFIED FINANCIAL PLANNER® professional and holds her Series 7, 63 and 65 Registrations and is a member of the Pioneer Valley Estate Planning Council. She is also on the board of her town’s volunteer ambulance association, a local educational foundation, and is a member of her local Rotary Club.