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 this 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 in 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 of 39 years, 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.