Richard J. Ward
- Role
- First Vice President Investments - Stifel at Stifel Financial Corp.
- Location
- Orange County, CA, US
- LinkedIn followers
- 500 followers
About Richard J. Ward
Richard Ward earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and has a…
Experience
First Vice President Investments - Stifel
Jan 2012 — Present
Currently First Vice President/Investments at Stifel, Richard has more than 40 years of industry experience and believes in taking a holistic approach to creating a financial portfolio that offers fulfillment and possibilities. Richard’s approach starts with helping people find a purpose that is rewarding and fulfilling for the second half of life, often by engaging with a favored cause.
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