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Scot W

CFP®, Series 66

Keene, NH

Edward Jones

Scot Ward is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Trinity College from 2016 to 2018. Outside of advising, he provides per diem athletic training services in Keene, NH. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 advisors. The firm offers a range of advisory programs and investment strategies under a fiduciary standard.

Retirement income strategy Business exit / sale strategy Business ownership considerations General estate planning guidance Multi-generational wealth transfer Doctor or Medical Professional Educators, Teachers, and Academics
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