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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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
Your personal family
office
