Vicki L. Ward,  CFP<sup>&reg;</sup> - Financial Advisor

Vicki L. Ward, CFP®

Financial Planner / Investment Advisor

Financial Lifestyle Management

3101 Joe Ramsey Blvd, Ste 107
Greenville, TX 75401
FINANCIAL ADVISOR'S WEBSITE
(903) 455-1041 CONNECT WITH Vicki
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General

Vicki Ward is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Financial Lifestyle Management in Greenville, TX and the surrounding communities.

Financial Advisor Overview

Provides Comprehensive Planning or specific goal planning, Investment Advice and Asset Management.

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Financial Advisor Experience

Over 25 years experience helping   professionals, families and small business owners with their investments, financial planning and tax planning needs. 

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

I am an independent Registered Investment Advisor -  no Broker Dealer Affiliation

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Getting Married, Retirement, Stocks & Bonds, Life Planning, Sudden Wealth, Men's Finances, Women's Finances

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Helpful Financial Planning Resources