Compound Planning crosses $2 billion of assets under management
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location

Birmingham, AL

Scott Ward

SVP, Wealth Advisor

With nearly 25 years of experience in the financial and retirement plan services industries, Scott Ward, CFP®, AIF®, AIFA® joined Compound Planning in 2024. At Compound Planning, Scott advises a select group of health care and business leaders, physicians, entrepreneurs, and skilled professionals from various backgrounds. He specializes in retirement-transition strategies, executive benefits, Social Security optimization, portfolio management for institutions and individuals and tax-smart planning for retirement distributions and liquidity events. Prior to joining Compound Planning, Scott served private wealth clients as the director of rel...

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(659) 231-3339

[email protected]

LinkedIn

Experience

Johnson Sterling

11 years

GuideStone Financial Resources

9 years

Legg Mason Wood Walker

2 years

Regions Financial Corporation

2 years

Qualifications

Certified Financial Planner™

CFP®

Accredited Investment Fiduciary®

AIF®

Accredited Investment Fiduciary Analyst®

AIFA®

University of Alabama

M.A., Higher Education Administration

William Jewell College

B.A., Communication

Specialities

Medical professionals

Business owners

Entrepreneurs

Executives

Retirees

Investment management

Financial planning

Retirement planning

Tax planning

Risk management

Liquidity event planning

Asset allocation

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