April Ward
Director, Wealth Advisor
“I joined Stoker Ostler because I was drawn to its entrepreneurial spirit and high ethical standards. I continue to be impressed with the overwhelming desire of everyone in the group to do what is best for our clients in everything we do. Because we are advisors with no financial interest in the investment vehicles, we consider for our clients, we are able to exercise strict objectivity and always put our clients’ needs first.”
As a Wealth Advisor, April works with high net-worth individuals to strategize solutions to reach each client’s financial goals, incorporating the unique needs and circumstances of each client while considering tax consequences, estate planning circumstances and investment objectives. April began her career in the financial arena in 1988 and joined Stoker Ostler in 2004 after working with large, national financial institutions in financial consulting and estate planning.
April has a Series 65 License and is Cannon certified in Investment Management and Personal Trust and Investment Management Sales. In addition, she is a board member of the Central Arizona Estate Planning Council and a candidate to become a CERTIFIED FINANCIAL PLANNER™ professional.
April received her bachelor’s degree in business communications from Arizona State University and her MBA from the University of Phoenix. She has volunteered with the American Cancer Society, St. Theresa Catholic School, the Arizona Community Foundation for Women and most recently chaired "A Mighty Voice" charity event at the Phoenix Zoo to raise awareness about pediatric motor neuron diseases.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
