Kirstie Ward
Client Service and Operations Manager
Professional Experience
- Partners with clients to deliver a seamless experience across every aspect of the relationship, overseeing day-to-day operations, account servicing, and the coordination of financial planning, investment strategy, tax planning, cash flow planning, and bookkeeping for high-net-worth families.
- Brings more than a decade of experience serving high-net-worth families. Prior to joining Firm Foundation Family Wealth, Kirstie spent over ten years at a Registered Investment Adviser (RIA), where she served as Chief Compliance Officer and Financial Planning Manager.
Education
- Florida State University, Bachelor of Science in Finance and Real Estate
Getting to Know Kirstie
- A native Floridian, Kirstie was born and raised in St. Petersburg.
- An avid international traveler, with favorite destinations including Easter Island, South Africa, the Maldives, and Thailand.
- Enjoys exploring South Florida’s restaurant scene and discovering new cuisines.
- An avid reader, devoted dog lover, enthusiast of crafting and a well-told television drama.