Michael Ward, Financial Advisor
Accepting New Clients
Serving clients of all asset levels
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Focus Areas

  • College Savings
  • New Investors
  • Retirement Savings Strategies
  • Portfolio Reviews

About Michael

At Edward Jones, we focus on serving the financial needs of individual investors of all ages and financial means. We have built our business by treating our clients as we would want to be treated, a simple idea that still makes sense in today’s complex marketplace. My primary goal is to help individual investors develop an investment strategy geared toward their unique, long-term goals. Whether you need to save for a child’s college education, reduce taxes or plan for retirement, I can help.

Prior to joining Edward Jones, I worked in the financial industry for over 15 years at companies such...

Work History

  • Edward JonesJuly 2024 to Current
  • BOFA Securities IncMay 2019 to April 2024

Education

  • New York UniversityMaster of Business Admin
  • University of Notre DameBachelor of Business Admin

Personal Interests

  • Sports Enthusiast
  • Golfing
  • Cooking
  • Gardening
  • Spending Time with Family

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