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(903) 455-1041     3101 Joe Ramsey Blvd. Suite 107, Greenville, TX 75401

Financial Lifestyle Management Greenville Texas – Vicki Ward

Financial Lifestyle Management Greenville Texas - Vicki Ward

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About Vicki Ward CFP®

My mission is helping you make good financial decisions that will enable you to live the lifestyle you desire.

Vicki Ward CFP® is the founder of Financial Lifestyle Management, a Fee-only CERTIFIED FINANCIAL PLANNER™ professional and a Texas Registered Investment Advisor Representative.

Vicki started her firm in 2003 because she saw a need for more financial advisors willing to work with people who didn’t always meet the high asset minimums many advisors require.

She believes everyone can benefit from having a financial advisor by their side to help them make better, more informed financial decisions.

I want to add value to my client’s lives by providing them personalized, competent and practical advice, with a high level of care.

Vicki has over 25 years experience in financial planning, investment management, tax preparation, and small business accounting and finance. Growing up in a family of eight children, raising her own two children, caring for aging parents and working most of her life in small family businesses; she is well versed with the opportunities and challenges that come with balancing family and career. Having experienced many life transitions along the way, she is better equipped to help her clients as they move through their own phases and transitions in life.

Vicki lives in Greenville, Texas with her husband, two children and seven grandchildren. She enjoys working in her church and community with the hope of making a difference in the lives of those around her.

Vicki has a Bachelor of Business degree in Finance (Magna Cum Laude) from Texas A & M University, Commerce, Texas. She received her CERTIFIED FINANCIAL PLANNER™ Certificate from the College of Financial Planning in Colorado, has an Associate of Science Degree from Kilgore College, Kilgore, Texas and holds a Series 65 Investment Advisor Registration.

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(903) 455-1041

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– Vicki Ward CFP®

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Recent Articles

  • How long will it take to pay off my credit card?
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  • How can I save a million dollars?
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  • Financial Calculators (30)
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Schedule a Complimentary Meeting

Meet with Vicki Ward for a complimentary, no obligation, “Get Acquainted” meeting.
Vicki Ward is a fiduciary fee-only financial planner - putting client's best interests first.
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Recent Posts

  • How long will it take to pay off my credit card?
  • How much should I save each month?
  • How can I save a million dollars?

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Independent Fee-Only Advice

A trusted independent fee-only advisor, and fiduciary, can be your greatest asset. Free from conflicts that come with selling financial products, fee-only advisors have a legal and ethical responsibility to put your interests first.

Call: (903) 455-1041

Vicki Ward CFP®
Financial Lifestyle Management

3101 Joe Ramsey Blvd. Suite #107
Greenville, TX 75401

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