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Keith Ward

Senior Vice President, Financial Advisor at Merrill Lynch Wealth Management

Keith "KR" Ward is currently an Executive Director and Wealth Advisor at J.P. Morgan Wealth Management, not a Senior Vice President at Merrill Lynch.12 He has over 30 years of experience in the financial industry and has worked for several prominent institutions throughout his career.13

Key points about Keith Ward:

  1. Current position: Executive Director and Wealth Advisor at J.P. Morgan Wealth Management.12

  2. Previous experience:

    • Worked at Merrill Lynch for ten years, where he was a member of the Chairman's Club and the Circle of Excellence.1
    • Senior Vice President at Morgan Stanley.1
    • Worked at UBS.12
  3. Education: Earned a B.A. in Business from Concordia College and attended Northeastern University.1

  4. Specialization: Serves ultra-affluent individuals and families, including senior corporate executives, successful business owners, Wall Street professionals, and hedge fund principals.12

  5. Community involvement:

    • Board Director at Boys & Girls Club of Greenwich.12
    • Involved with Patient AirLift Services (PALS) and Shatterproof, a national organization focused on fighting opioid addiction.1
  6. Personal: Lives in Greenwich, CT, with his wife, Maria.12

It's important to note that the information about him being a Senior Vice President at Merrill Lynch is outdated, as he has since moved to J.P. Morgan Wealth Management.12

Related Questions

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How has Keith Ward's career evolved over the past three decades?
What specific services does Keith Ward offer to his ultra-affluent clients?
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How is Keith Ward involved with community organizations like the Boys & Girls Club?
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Location

Greater New York City Area