• Associate Financial Planner

Emerald WardCFP®

BIO

Meet Emerald Ward

Emerald joined SFMG in 2021 as a Financial Planning Analyst. Prior to this, she was a Financial Planning intern for SFMG while completing her master’s degree in Financial Planning and her graduate certificate in tax from Texas Tech University. During her time at Texas Tech, she was an Ambassador for the program, was involved in Red to Black, and served as a student advisor for the Financial Planning Academy at Texas Tech University and Utah Valley University. While attending school she worked for a local wealth management firm for almost two years. Outside of the office, she enjoys spending her time outdoors, traveling, or reading a good book.

Education

Texas Tech University & Utah Valley University

Professional Involvement

Financial Planning Association – DFW Chapter – NexGen Committee Member

Credentials / Certifications

CERTIFIED FINANCIAL PLANNER™ – CFP®

Contact A Wealth Advisor Today

Ready for exceptional service and a personalized experience?

Let's Talk