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

Economy

Is it a golden era for gold?

April 19, 2024Understanding the factors driving the price of gold, and some of the reasons it could be effective in a portfolio construction.Read Now
Wealth Planning

Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments

April 19, 2024There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read Now
Outlook

Geopolitical unrest: Assessing market implications

April 19, 2024Some investors worry Middle East tensions could impact inflation, making it tricky for central banks. Top Market Takeaways digs into what we’re watching and what it could mean for investors.Read Now
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