Petty Wealth Management of Benjamin F. Edwards & Co.

CONNECT

Address:

345 Frazier Avenue, Suite 205
Chattanooga, TN 37405

Phone:

(423) 668-5411

Fax/Other:

(423) 668-5412

Ward Petty

Financial Advisor

A Chattanooga native, Ward is the leader of the team at the Petty Wealth Management group of Benjamin F. Edwards & Co. By utilizing more than 30 years of experience in the financial services industry, he can help his clients with everything from educational savings plans to retirement planning, as well as wealth accumulation strategies, estate planning, and asset allocation.

When he meets with his clients face-to-face, Ward likes to put himself in the client's seat. He likes to make it clear to his clients that, working at a small independently owned firm, he doesn't have to answer to the quarterly whims of its shareholders. Ward enjoys the fact that he works for a firm with a boutique feel and high emphasis on servicing the individual needs of each client.

After having worked with Wells Fargo Advisors and its predecessors for more than 20 years, Ward helped open the seventeeth office of Benjamin F. Edwards & Co. He currently serves on the Board of the company, and is its Southeastern Regional Manager.

Ward studied at the University of Tennessee in Chattanooga, where he graduated in 1984 with a Bachelor’s of Science degree in Accounting. Away from the office, he enjoys being able to give back to the community by working with children’s charities and local churches. Ward has served as President of the McCallie School's Alumni Council, as well as a member of its Board of Trustees and Planning Giving Committee. He has also served twice as Chairman of McCallie's Annual Sustaining Fund. Due to his commitment to giving back to the school, Ward received McCallie's Alumni Achievement Awards in 2000, and he was recognized as the school's Distinguished Alumnus in 2012.

Ward and his wife, Nancy, live on Lookout Mountain, and they have two children, Tyler and Mimi.

Phone (423) 668-5411
Fax (423)-668-5412
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck