John Ward

About John Ward

I specialize in fixed income strategies for income-oriented investors. My overall goal is to generate tax-advantaged income for high and ultra high net worth investors. I am well versed in all facets of fixed income investment planning. I work closely with Stifel\'s municipal bond trading desks, allowing me access to the secondary municipal market. This provides me with a competitive, institution level bidding environment and broad municipal bond market monitoring. To take a look at our new issue calendar, or to find out more information about any of our other issues, please call 50••••••63. Other Specialties include: Investment Planning, Wealth Management Strategies, Bonds, Fixed Income, High-Net-Worth Individuals, Asset Allocation, Retirement Planning Strategies My interests include: Family, cuisine, wine, golf, travel, photography, movies, cocktail shakers and fitness training. Asset allocation does not ensure a profit or help protect against Stifel Financial Corp. and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. Stifel Financial Corp. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. residents only and are subject to the following terms:

Experience

1. Senior Vice President Investments - Stifel

   Stifel Financial Corp.

   Oct 2009 — Present · Portland, OR, US

Education

• University of Oregon - Charles H. Lundquist College of Business

  Bachelor of Science (B.S.), Finance

  1974 — 1979