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Our financial advice team


Andrew Ward, Financial Advisor serving the Rochester, NY area - Ameriprise Advisors

Andrew Ward

Financial Advisor

Council Rock Wealth Advisory Group
10
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Sustainable and Responsible Investing
  • Tax Planning Strategies
  • Estate Planning Strategies

Qualifications

  • FINRA Series 7 License
  • NASAA Series 66 License
  • New York State Insurance License: Life, Accident and Health

Education

  • BA, English, Northeastern University, Boston, MA 2009

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Volunteering at FoodLink
Volunteering at FoodLink

Interests

Adirondack State Park: hiking & kayaking throughout the park and enjoying the distinct seasons.

Golf: avid golfer, playing in local amateur tournaments and leagues.

Travel: exploring the USA, Europe and Central America