Broker Check
Emily Ward

Emily Ward

Client Service Administrator II

Brief professional history description: 

I started out working at banks during & after college. Then, I worked as an assistant to a Financial Planner. After that, I went to work as an assistant/office manager. It was during that time I realized I wanted to get back into the financial planning industry and started as a Client Service Associate.  

Brief description of your role:  

Prepare & process paperwork, retirement plans, cash projections, goals/objectives, create & maintain statement of net worth & insurance summaries, process money movement 


Rollerbalding, reading, going for walks, travelling, movies 

Favorite quote:   

“If you want to change the world, you must be your very best in the darkest moment.”  

– Admiral William McRaven 

Book on your bedside table:   

In Harm’s Way by Doug Stanton 

What is one thing most people don’t know about you:   

I have a small obsession with Native American history 

Finish this sentence. On Saturday mornings, you can usually find me...   

Walking my dog 

What are you happiest doing, when you’re not working?   

I’m happiest doing absolutely nothing at the cabin 😊  

Best $100 ever spent:   

My Garmin watch 

Family, significant other, pets or other important figures in your life? 

My parents, 4 brothers, dog (Rose) & cat (Leonard)