Robert Ward

Bob is currently Managing Director at Massey Quick. Prior to Massey Quick, Bob was with Bank of America for 14 years. While at Bank of America, he managed three different branches before joining the US Trust Wealth Management Team in 1999. While working with US Trust, Bank of America Private Wealth Management, Bob started and ended his time there as a Private Client Advisor. As an advisor, Bob was responsible for new client acquisition, managing client relationships and mentoring junior team members.

Bob holds many professional designations and has attended numerous wealth and marketing management classes. He has successfully passed a rigorous three month wealth planning designation offered through US Trust. Only 35% of the participants in this program completed it successfully. In addition, Bob has attended several week long Cannon Wealth Planning classes, a Sales and Marketing Strategy Class at The Darden School of Business, UVA, and an advanced Investment Management Training Class at Stanford University's School of Business. While at Bank of America, Bob held several different management roles and was consistently recognized by the organizations for outstanding achievements. Prior to joining the Bank, Bob held several different sales and marketing positions over a nine-year period with Garden Way, Inc.

Bob is an active member in the community in which he lives and works. He is currently a member of the Corporate Leadership Council for Family Service of Morris County and the former President of Preschool Advantage, a non-profit organization which seeds preschool education for families in Morris County, NJ. In addition to his board involvement, Bob is very active with his children's sport programs and has been a coach for the soccer, hockey, and baseball programs.