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

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