SVP, Wealth Management, Merrill Lynch
Keith Ward is a Senior Vice President of Wealth Management at Merrill Lynch and the founder of The Ward Group.
Keith serves a select group of highly successful clients. He and his team work closely with ultra-affluent individuals and families, helping them streamline the complexities and capitalize on the opportunities of substantial wealth. He has significant experience advising senior executives, company founders, entrepreneurs, and multi-generational families on issues of investment management; stock option analysis; retirement planning services; hedging and monetization of concentrated equity positions; life insurance analysis and funding; and wealth preservation and transfer services.
He has a long history of being responsible for asset allocation, wealth protection and transfer strategies for families, endowments and foundations. His prior work experience includes Morgan Stanley and UBS.
He is a current Trustee of The Greenwich Boys and Girls Club. He also serves on the Board of Directors for Patient Air Lift Services and is the founder of Junior Business Leaders, a program focused on helping adolescents at the Greenwich Boys and Girls Club.
Keith Ward earned a Bachelor of Arts degree from Concordia College where he was member of the Men’s Tennis Team.
Keith lives in Greenwich, Connecticut with his wife Maria and their two sons and daughter.