Windward Private Wealth Management

Windward Private Wealth Management

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    • Brad J. Harrison
    • Brandy K. Ward
    • Caitlin M. Ryser
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Brandy K. Ward

Home » Who We Are » About the Firm » Brandy K. Ward

Wealth Manager
Portfolio Technical Specialist

Brandy K. Ward

About Brandy

As a Wealth Manager, she assists with a wide variety of financial planning and wealth management tasks, including preparation of client financial plans, investment recommendations and tax return preparation. In addition, she completes investment research, reviews client’s employer sponsored retirement plan investment options and helps manage the firm’s workflows.

Before she joined Windward, Brandy worked as a tax and audit intern at DSWA Certified Public Accountants, where she prepared personal and corporate returns and performed governmental and nonprofit audits. Brandy earned a bachelor’s degree in finance from the University of Missouri – Kansas City.

Brandy is an active member of the Bates County Fair Board. She and her husband, Matty, live in Butler, Missouri and have two children. Outside of the office she enjoys spending time with her family, weekends at Stockton Lake, and photography.

 

Education and Certifications

  • BBA, Finance, University of Missouri-Kansas City
  • Series 65 Securities License

Affiliations

  • Financial Planning Association

Contact Brandy

bward@windwardfp.com
913.601.3105

Windward Private Wealth Management Inc
Contact Us
OVERLAND PARK LOCATION
10955 Lowell Avenue, Suite 410 Overland Park, KS 66210
Hours of Operation:
8:30 am - 5:00 pm M-Th
8:30 am - 3:00 pm Fr
KANSAS CITY LOCATION
851 NW 45th St., Suite 106 Kansas City, MO 64116
Hours of Operation:
By appointment only
913-381-7411

 

Windward Private Wealth Management Inc. is an SEC registered investment advisor. Past performance is no guarantee of future results. All securities involve risk and may result in a loss. *We do not provide legal services. These services are rendered at client request in coordination with legal counsel. Legal services will be billed by the provider and are separate from our fees. We do not sell insurance products. These products may be purchased at client request in coordination with insurance agents. Insurance agents are responsible for recommendation of all insurance products. Windward does not guarantee the performance of any insurance product purchased.
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Our last day at 2101 Burlington is 1/27/2023. Our new office is being renovated and will open between 2/15-3/1/2023. Our new address will be: 851 NW 45th St., Suite 106 Kansas City, MO 64116