Broker Check
Blake Ward

Blake Ward

Paraplanner

Blake joined Beene Wealth Management Group as a Paraplanner in the fall of 2021. Prior to joining, he worked in various roles within the financial industry through accounting, banking, and the equity markets. In conjunction with the firm’s advisors in his current role, Blake continuously analyzes client’s needs and the progress of their financial plans by researching and evaluating suitable products and strategies aligned to those needs. Blake also supports client servicing operations which include new account opening, asset movement, and transaction processing. Outside of work, he enjoys camping, skiing, and being outdoors.