Business Experience

• 2009-present, Senior Partner, RFW Wealth Advisors, Jacksonville, FL
• 1997-2009, Senior Financial Advisor in a Platinum Advisory Franchise, Ameriprise Financial Services, Jacksonville, FL

Designations and Degrees

• Certified Retirement Planning Counselor®
• B.A., 1997, Marketing, University of North Florida, Jacksonville, FL

Personal/Interests/Community Service

• Enjoys college sports, fishing, fine wine, spending time with friends and family
• Jacksonville resident for over 30 years
• Former board member: Juvenile Diabetes Research Foundation and Alzheimer’s Association.
• Former Host of Navigating Financial Markets Radio Show Host on 1010XL 92.5FM 2020-2021
• Contributor and volunteer to CSX Retirees Association, First Coast Manufactures Association, among other charities

Areas of Focus

I am a senior partner in an independent financial services firm with a financial planning focus & institutional investment philosophy. I specialize in working with high-net-worth families and business owners, helping them develop personalized financial strategies to help them achieve and maintain financial independence. I also have extensive expertise in consulting with railroad executives working under the Railroad Retirement system in helping them understand how these unique benefits apply to their own financial planning needs.

Business Experience

• 2009 – present, Senior Partner, RFW Wealth Advisors, Jacksonville, FL
• 1987 – 2009, Senior Financial Advisor, Ameriprise Financial Services, Jacksonville, FL

Designations and Degrees

• CERTIFIED FINANCIAL PLANNER™ practitioner
• B.S., 1981, business management Florida State University, Tallahassee, FL

Personal/Interests/Community Service

• Resident of Jacksonville for over 50 years
• Redeemer Anglican Vestry, Finance Committee, Jacksonville, FL
• Juvenile Diabetes Research Foundation, volunteer, Jacksonville, FL
• Junior Achievement, volunteer, Jacksonville, FL
• WJCT Channel 7, volunteer, Jacksonville, FL
• The Players Championship, volunteer, Jacksonville, FL
• Married, wife Helen, with two sons, Wesley and Christopher and four grandchildren
• Enjoys golf, college athletics, and travel

Professional Associations/Professional Contributions

• Jacksonville Association of Insurance and Financial Advisors past President, Jacksonville, FL
• Jacksonville Society of the Institute of Certified Financial Planners, past President, Jacksonville, FL

Areas of Focus

I am a senior partner in an independent financial services firm with a financial planning focus & institutional investment philosophy. I specialize in working with high-net-worth families and business owners, helping them develop personalized financial strategies to help them achieve and maintain financial independence. I also have extensive expertise in consulting with railroad executives working under the Railroad Retirement system in helping them understand how these unique benefits apply to their own financial planning needs.

Jaci Ward & Jacquelyn Ward Real Estate are not affiliated with or employed by NewEdge Advisors or RFW Wealth Advisors.

Chris Salameh & Leland Agency are not affiliated with or employed by NewEdge Advisors or RFW Wealth Advisors.

Craig Dixon and Joe Verseput & Future Home Loans are not affiliated with or employed by NewEdge Advisors or RFW Wealth Advisors.

Jenifer Shimp & Irion Insurance are not affiliated with or employed by NewEdge Advisors or RFW Wealth Advisors.