Marshall Ward

As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing, so we can balance it with the steps necessary to reach your long-term goals.Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you top-notch client service.But we're not alone. Thousands of people and advanced technology support our office, so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.My wife, Tess, and I have five children, Christian, Everett, Vivian, James and Beatrice. Tess grew up in Concord's Historic District, where we call home, and we feel blessed to be surrounded by so many friends and family members. Tess and I met in college on a blind date, and it all worked out brilliantly!An active member of the community, I serve as a volunteer baseball and soccer coach for many years through Concord Parks and Rec. I serve as a Trustee for Grace Church Concord, a Global Methodist Community. I am also on the Leadership Team Board of Grace Church as well. I am a member of the In-Crowd, which is a young professionals group that raises funds for the NorthEast Foundation. I also participate in Cabarrus Arts Council and Boys & Girls Club events. I have a spirit to serve my community.