Keith (KR) WardKeith (KR) WardExecutive DirectorWealth Advisor
About Keith
Keith 'KR' Ward is an Executive Director and Wealth Advisor with 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
U.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read Now
Vacation scams? A few simple actions can help protect you
June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read Now
Can today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead Now
Help your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead Now
The Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read Now
Are consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read Now
Could inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read Now
For you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Tax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read NowU.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read NowVacation scams? A few simple actions can help protect you
June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read NowCan today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead NowHelp your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead NowThe Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read NowAre consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read NowCould inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read NowFor you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read NowTax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now