Jeffrey Ward is a Financial Advisor with Planning Alliance. He is committed to helping his clients minimize risks and maximize opportunities within their asset portfolios.
Jeffrey has worked in the financial services industry for 33 years. He joined Planning Alliance in 2001. Jeffrey has qualified for Leaders Club, Million Dollar Round Table (MDRT®), and Court of the Table.
Jeffrey received his Bachelor of Science and Master of Science in Finance from Fairfield University. He has obtained his Series 6, 7, 26, 63, 65, Life and Health licenses.
When he is not working with clients, Jeffrey enjoys weightlifting, racing cars, and flying his Cessna 172 plane. He currently resides in Westport, Ct.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 50 Tice Boulevard, Suite 280, Woodcliff Lake, NJ 07677. (973) 244-4420. Securities, products/services and advisory services offered through PAS, a registered investment advisor. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Planning Alliance is not an affiliate or subsidiary of PAS or Guardian. Planning Alliance is a General Agency of Guardian. Million Dollar Round Table is endorsed by but not affiliated with Guardian or its subsidiaries. Applicants must annually qualify for membership based on productivity and pay an annual fee.