Awards and Industry Recognition

Forbes

Top Wealth Management Teams Best-In-State
2024

About Keith

Keith 'KR' Ward is an Executive Director and Wealth Advisor at J.P. Morgan Wealth Management.

KR serves the needs of some of the most prominent clients in the area, including senior corporate executives, successful business owners, Wall Street professionals and hedge fund principals. He partners with the firm's highly skilled investment and wealth planning professionals to offer families, endowments and foundations a full array of capital market strategies to address their complex goals.

Over the course of a 30-year, award-winning career, KR has gained a deep understanding of the challenges accompanying concentrated positions and the need to mitigate risk. Most recently, he worked at Merrill Lynch for ten years, where he was a member of the Chairman's Club and the Circle of Excellence. Previously, KR was a Senior Vice President at Morgan Stanley and earlier was with UBS. He joined J.P. Morgan to provide clients with the hands-on attention of a boutique firm coupled with the global strength of one of the most renowned financial institutions in the world. KR earned a B.A. in Business from Concordia College and attended Northeastern University.

Benevolence is one of KR's core values, and he is Board Director at Boys & Girls Club of Greenwich, where he was formerly a National Boy of The Year. He is also heavily involved with Patient AirLift Services (PALS) and Shatterproof, a national organization focused on fighting opioid addiction.

KR lives in Greenwich, CT, with his wife, Maria. They enjoy spending quality time with their three Millennials.

Insights

Wealth Planning

Communicating wishes when preparing for a death

January 9, 2024Communicate and plan properly to ensure that wishes are satisfied.Read Now
Wealth Planning

Providing for your loved ones during your lifetime

January 9, 2024Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read Now
Economy

Quick shot: To hike or not to hike

January 9, 2024Central bankers are now tasked with balancing both the fight against rising prices and the need for overall financial stability.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.