Roger Ward Email & Phone Number
Partner and Principal Wealth Manager @ Creative Planning
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Roger Ward Location
- Roswell, GA, US
Roger Ward Work
- 2020 -now Partner and Principal Wealth Manager @
- 2011 -2020 Principal @
- 1998 -2011 Principal @
- 1990 -1996 Comptroller @ Savannah-Chatham County Board of Education
- 1986 -1990 Senior @
Roger Ward Education
- Georgia State University
MS (Personal Financial Planning)
1997-1998 - University of South Carolina
BS (Finance)
1981-1986
Roger Ward Summary
- Roger Ward, based in Roswell, GA, US, is currently a Partner and Principal Wealth Manager at Creative Planning LLC. Roger Ward brings experience from previous roles at TrueWealth Management, Tarpley & Underwood Financial Advisors, LLC, Savannah-Chatham County Board of Education and Deloitte. Roger Ward holds a 1997 - 1998 MS in Personal Financial Planning @ Georgia State University. Roger Ward has 3 emails and 2 mobile phone numbers on RocketReach.
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Top Creative Planning Employees
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Founder AB401k
Scottsdale, AZ, US
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Lawrence, KS, US
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Mercer Island, WA, US
Megan Schmitz
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Peter Mallouk
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United States
Jonathan Knapp
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Chris Johnson
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Jeff White
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Ken Zarske
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Dave Kaye
Chief Financial Officer
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Stephanie Trentham
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