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Kelly Ward
Kelly Ward
Financial Advisor, Vice President | D.A. Davidson Companies
Idaho, Twin Falls, United States
Kelly Ward
Summary
Kelly Ward is a seasoned financial advisor with over three decades of experience in the finance industry, currently serving as Vice President at D.A. Davidson Companies. Based in Twin Falls, Idaho, Kelly specializes in helping individuals, families, and small businesses achieve financial independence through tailored investment strategies and retirement planning. With a strong background in stocks, bonds, and mutual funds, Kelly is dedicated to understanding client goals and delivering personalized financial solutions. Prior to her current role, she held positions at AG Edwards and Wells Fargo Advisors, where she honed her skills in client management and financial strategy. Kelly's educational foundation includes a Bachelor's Degree in Business/Finance from Boise State University. Her leadership experience and commitment to client success set her apart in the financial advisory field.
Kelly Ward
Work Experience
Vice President, Financial Advisor at
D.A. Davidson Companies
February 2011 - Present
Kelly Ward
Education
Boise State University, Bachelor’s Degree, Business/ Finance
Frequently Asked Questions about Kelly Ward
What is Kelly Ward email address?
Kelly Ward's primary email address is *********@dadavidson.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Kelly Ward work for?
Kelly Ward is a Financial Advisor, Vice President at D.A. Davidson Companies.
Where Kelly Ward graduated from?
Kelly Ward holds a degree in null from Boise State University.
How can I directly contact Kelly Ward?
To contact Kelly Ward directly, you can use the email address *********@dadavidson.com. Complete contact information is available upon registration with Muraena.
Who is Kelly Ward?
Kelly Ward is a seasoned financial advisor with over three decades of experience in the finance industry, currently serving as Vice President at D.A. Davidson Companies. Based in Twin Falls, Idaho, Kelly specializes in helping individuals, families, and small businesses achieve financial independence through tailored investment strategies and retirement planning. With a strong background in stocks, bonds, and mutual funds, Kelly is dedicated to understanding client goals and delivering personalized financial solutions. Prior to her current role, she held positions at AG Edwards and Wells Fargo Advisors, where she honed her skills in client management and financial strategy. Kelly's educational foundation includes a Bachelor's Degree in Business/Finance from Boise State University. Her leadership experience and commitment to client success set her apart in the financial advisory field.
Kelly`s contact details
*********@dadavidson.com
**********@wellsfargo.com
Colleagues
Compliance Analyst
Sr. Vice President, Financial Advisor
Law Intern (Chambers)
SVP\Managing Director, Fixed Income Capital Markets
Accountant
Senior Vice President
Vice President, Advertising and Creative Director
Agency Trader
Team Leader - Investment Management Services
Senior Vice President, Director of Financial Planning