Kevin Ward enjoys helping clients and their families identify and realize their multi-generational goals and objectives. As an Advisor for the team, he leverages Moneta’s size and independence to ensure each client is receiving the best advice and service possible for them.
After working in a single-family office, Kevin has experience helping Ultra-High Net Worth individuals with their complex estate, insurance, tax and investment planning in public and private markets.
Kevin graduated from the University of Illinois Urbana-Champaign with a bachelor’s degree in Agriculture and Consumer Economics with a concentration in Financial Planning. He is also credentialed as a CERTIFIED FINANCIAL PLANNER™
Kevin lives in the Lincoln Park neighborhood of Chicago with his wife and daughter. They enjoy exploring the city and, when possible, traveling the world. During the summer, you can often find him playing golf and enjoying the outdoors – both in Chicago and Northern Michigan. He supports St. Louis and Illinois Fighting Illini sports teams and does his best to keep up with their success.
- CERTIFIED FINANCIAL PLANNER™
