Brandy Ward Email & Phone Number
@windwardfp.com
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Who is Brandy Ward? Overview
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Brandy Ward is listed as Wealth Manager at Windward Private Wealth Management, a company with 10 employees, based in Butler, Missouri, United States. AeroLeads shows a work email signal at windwardfp.com and a matched LinkedIn profile for Brandy Ward.
Brandy Ward previously worked as Associate Wealth Manager at Windward Private Wealth Management and Client Service Specialist at Windward Private Wealth Management. Brandy Ward holds Bachelor Of Business Administration (Bba), Finance, General from University Of Missouri-Kansas City.
Email format at Windward Private Wealth Management
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AeroLeads found 1 current-domain work email signal for Brandy Ward. Compare company email patterns before reaching out.
About Brandy Ward
Brandy Ward is a Wealth Manager with Windward Private Wealth Management, a firm that helps people preserve their wealth by designing customized portfolios that focus on tax-efficient, systematic investing rather than chasing market returns..As a Wealth Manager, she assists with a wide variety of financial planning and wealth management tasks, including preparation of client financial plans, investment recommendations and tax return preparation. In addition, she completes investment research, reviews client’s employer sponsored retirement plan investment options and helps manage the firm’s workflows. As a firm believer in the importance of planning for the future, she loves working with Windward’s clients and helping them with personal finance, taxes and retirement planning.
Brandy Ward's current company
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Brandy Ward work experience
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Associate Wealth Manager
Client Service Specialist
Tax Intern
Colleagues at Windward Private Wealth Management
Other employees you can reach at windwardfp.com. View company contacts for 10 employees →
Kathy Washburn, Ea
Colleague at Windward Private Wealth ManagementOverland Park, Kansas, United States, United States
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Emily Tierney Petty, Cfp®
Colleague at Windward Private Wealth ManagementKansas City Metropolitan Area, United States
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BH
Blake Harris
Colleague at Windward Private Wealth ManagementUnited States, United States
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CR
Caitlin Ryser
Colleague at Windward Private Wealth ManagementAdrian, Missouri, United States, United States
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DT
Darrell Tierney, Cfp® Cpa
Colleague at Windward Private Wealth ManagementOverland Park, Kansas, United States, United States
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SO
Steven Osborne
Colleague at Windward Private Wealth ManagementKansas City, Missouri, United States, United States
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DO
Drew Osborne, Cfp®
Colleague at Windward Private Wealth ManagementKansas City Metropolitan Area, United States
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Brandy Ward education
Frequently asked questions about Brandy Ward
Quick answers generated from the profile data available on this page.
What company does Brandy Ward work for?
Brandy Ward works for Windward Private Wealth Management.
What is Brandy Ward's role at Windward Private Wealth Management?
Brandy Ward is listed as Wealth Manager at Windward Private Wealth Management.
What is Brandy Ward's email address?
AeroLeads has found 1 work email signal at @windwardfp.com for Brandy Ward at Windward Private Wealth Management.
Where is Brandy Ward based?
Brandy Ward is based in Butler, Missouri, United States while working with Windward Private Wealth Management.
What companies has Brandy Ward worked for?
Brandy Ward has worked for Windward Private Wealth Management and Dswa Certified Public Accountants, P.C..
Who are Brandy Ward's colleagues at Windward Private Wealth Management?
Brandy Ward's colleagues at Windward Private Wealth Management include Kathy Washburn, Ea, Emily Tierney Petty, Cfp®, Blake Harris, Caitlin Ryser, and Darrell Tierney, Cfp® Cpa.
How can I contact Brandy Ward?
You can use AeroLeads to view verified contact signals for Brandy Ward at Windward Private Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Brandy Ward attend?
Brandy Ward holds Bachelor Of Business Administration (Bba), Finance, General from University Of Missouri-Kansas City.
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