Joseph Ward

Financial Planner @Brookwood Investment Group, LLC

St. Petersburg, FL, US
MOBILE NUMBERS
+17•••••••11

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WORK HISTORY

Jun 2023 — Present

Financial Planner @Brookwood Investment Group, LLC

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St Petersburg, FL, US

Helping individuals and businesses create investment strategies consistent with their goals, risk tolerance and investment time horizon. Reviewing and recommending risk management options.

EDUCATION

1993 — 1995

Florida Atlantic University

BUSINESS, MANAGEMENT, MARKETING, AND RELATED SUPPORT SERVICES

1996 — 1997

University of South Florida

Bachelor’s Degree

ABOUT JOSEPH WARD

General Agent Ocean One Insurance Agency, IAR at Brookwood Investment Group, LLC

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