William Ward, CRES

My goal and passion is to help my clients achieve their financial dreams through a broad range of investment strategies. I am born and raised in Cincinnati and grew up in the suburb of Wyoming. I graduated Wyoming High School in 2006 and later earned my degree in Economics from Ohio State University. I have always had a mind for numbers and decided to use it towards a career in finance to help others achieve their financial goals.

The thing I love most about my job is meeting people from all different walks of life. This has allowed to me to build both professional and personal relationships with my clients and their families. One of the most rewarding parts of my career is to receive a referral from a client knowing they value and trust my advice.

Something I feel that sets me apart from other advisors is the ability to listen and empathize with whomever is on the other side of the table. I was always taught “it is better to be interested rather than interesting.” This allows me to form a plan that is specific to the client and avoid making blanket recommendations.

I joined the Retirement Benefits Group with Equitable in 2012. As a seasoned advisor, I am experienced in different strategies to help people reach their goals and achieve financial prosperity. There is nothing quite like seeing someone reach a financial goal they once thought was unattainable.

My wife Tabitha and I are blessed to have two daughters, Ava and Madeline, and a Dalmatian named Zoe. We live in the Wetherington neighborhood of West Chester. We love travelling, skiing, playing tennis, going to sporting events, and blasting Taylor Swift.