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Scot Ward, Financial Advisor

FINANCIAL ADVISOR
Scot A Ward

CFP®, CRPC™
178 Main St Suite B, Keene, NH 03431opens in a new window
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

Focus Areas

  • Business Retirement Plans
  • Healthcare Professionals
  • Corporate Executives
  • Teachers and Professors
  • Retirement Income Strategies
  • Estate & Legacy Strategies

About Scot

Are you concerned or anxious about your overall financial plan? Have there been changes in your employment and/or personal situation? Or do you want a second opinion to help understand more deeply your overall situation? I welcome the opportunity to have a conversation about you.

I serve an exclusive number of households that trust me to help them achieve their financial freedom. What do these folks have in common? They all wanted someone to understand their overall situation and financial goals. Not simply to just manage their investments. My commitment to their personal plan and our established process allows them to...

Work History

  • Edward JonesDecember 2018 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Indiana Univ BloomingtonMaster of Science
  • Keene State CollegeBachelor of Science

Personal Interests

  • Active Lifestyle
  • Community Outreach
  • Spending Time with Family
  • Traveling
  • Animal Rescue

Team Members

  • Michelle Soter
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(603) 499-7134

Fax

(844) 726-1450

Office Address

178 Main St Suite B
Keene, NH 03431opens in a new window

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