CW

Chris Ward

Project Manager at Accrete Consulting

Chris Ward is an experienced finance professional with a robust background in wealth management and project management. Currently serving as a Project Manager at Accrete Consulting since February 2020, Chris previously held positions as an Associate Wealth Manager at EPM Financial from November 2017 to February 2020 and as a Financial Advisor at Waddell & Reed from November 2011 to November 2017. With a strong commitment to guiding individuals and families in achieving their long-term financial goals, Chris specializes in creating personalized financial plans based on real objectives. Chris is an alumnus of the University of Tennessee, Knoxville.

Location

Colorado Springs, United States

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