Rocky Ward
Financial Advisor serving individual investors | Financial Strategies | Retirement | Insurance | Education Savings |
- Role
- Edward Jones Financial Advisor at Edward Jones
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Rocky Ward
I\'m a financial advisor with Edward Jones, a financial-services firm dedicated to serving…
Experience
Edward Jones Financial Advisor
Oct 2016 — Present · Mooresville, NC, US
The ability to impact lives has always been my goal. I strive to serve clients in an unbiased fashion with the support of a strong team of home-office professionals. I focus on helping a select group of entrepreneurs and families develop and implement comprehensive financial strategies. I received my undergraduate degree in Business Management from Oklahoma State University in Stillwater, Ok, and a MBA from the University of Central Oklahoma in Edmond, Ok. I hold my Life Accident and Health Insurance Agent License, Long Term Care License, as well as FINRA 7 and 66 registrations.
Skills
- Business Retirement Plans
- Engaging Public Speaker
- Individual Retirment Accounts
- Motivational Speaking
- Sports Management
- Coaching
- Portfolio and Retirement Plan Reviews
- Student Affairs
- Sports Marketing
- Athletics
- Higher Education
- Microsoft Excel
- Baseball
- Marketing
- Saving, Spending and Borrowing Solutions
- Lobbying
- Education Savings
- Management
- Student Development
- Fixed Income Investments
- Event Planning
- Sports
- Father
- Athletic Recruiting
- Equity Investments
- Microsoft Word
- Systematic Investing
- Coaching Baseball
- Finance
- Public Speaking
- Teaching
- Fundraising
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