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location

Birmingham, AL

Scott Ward

Financial Advisors

SVP, Wealth Advisor

With nearly 25 years of experience in financial and retirement planning, Scott Ward advises real-estate investors, physicians, and business owners navigating complex financial decisions — particularly around liquidity events, retirement transitions, and investment property sales. Scott specializes in tax-efficient real-estate strategies, including 1031 exchanges and Delaware Statutory Trusts (DSTs). A well-executed 1031 exchange can eliminate an immediate capital gains tax burden — often 25–40% combined — allowing proceeds to compound rather than be surrendered to taxes. He helps clients transition from concentrated, actively managed holding...

(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® Practitioner

CFP® practitioner

Accredited Investment Fiduciary®

AIF®

Accredited Investment Fiduciary Analyst®

AIFA®

University of Alabama

M.A., Higher Education Administration

William Jewell College

B.A., Communication

Specialities

1031 exchanges for real-estate investors

Medical professionals

Entrepreneurs

Executives

Retirees

Investment management

Financial planning

Retirement planning

Tax planning

Risk management

Liquidity event planning

Asset allocation

Disclaimer: Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

event April 23, 2026

The 1031 Exchange The Tax Strategy Every Real Estate Investor Should Know

Join Scott Ward, SVP Wealth Advisor at Compound, and Lauren Speidel, AVP and Regional Manager at Exeter 1031 Exchange Services, for a live breakdown of one of the most powerful — and most misunderstood — tax strategies available to real estate investors.

🗓️ Date: Thursday, April 23 

🕚 Time: 11am PT / 2pm ET

A 1031 exchange lets you defer capital gains taxes when you sell investment property — but the timeline is unforgiving. Miss either the 45-day identification window or the 180-day closing deadline, and the tax deferral disappears entirely.

What they'll cover:

  • • What a 1031 exchange actually is (and what it isn't)

  • • The 5 steps to prepare before your property hits the market

  • • How Delaware Statutory Trusts can provide flexibility and a backup when deals fall through

  • • Financing and cash flow considerations most investors overlook

  • • How to build a long-term exit strategy into your exchange from day one

Don't miss this if you own investment real estate and want to protect your capital when it's time to sell.

Can't join live? Register to get the recording.

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