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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® 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
Medical professionals
Business owners
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 March 19, 2025
Everything You Need to Know About 1031 Exchanges
Scott Ward, Senior Wealth Advisor at Compound Planning, will discuss everything you need to know about 1031 Exchanges with Luke Hays, Esq. from Investment Property Exchange Services during our next Compound Conversation.
📆 Date: Mar 19, 2025
🕚 Time: 11am PT / 2pm ET
They’ll cover the basic rules, regulations, benefits and other concepts necessary for a successful 1031 Exchange, including key topics like:
→ What is the federal tax law under Internal Revenue Code (IRC) section 1031?
→ What are the benefits of 1031 exchanges?
→ Who typically uses 1031 exchanges?
RESOURCE MANUAL
Top 5 Tips for a Successful 1031 Exchange: Maximize Your Investment and Defer Taxes
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