Joe Ward, CFP®, RICP®
Wealth Advisor
Joe Ward brings a unique perspective to Quotient WealthPartners’ Houston office. Leveraging nearly a decade of experience, hisin-depth knowledge of the oil and gas industry allows him to understand thefinancial needs and challenges of our client’s.
Joe holds dual degrees in Accounting and Finance fromOklahoma State University. Upon graduation he joined Phillips 66 where he heldvarious finance and commercial roles, but during the pandemic decided to pursuehis passion for wealth management. He completed the Certified FinancialPlanning Program at Rice University and then gained valuable experience atanother independent advisory firm before joining Quotient Wealth Partners.
As a Certified Financial Planner (CFP®) and RetirementIncome Certified Professional (RICP®), Joe specializes in helping individualsnearing retirement develop personalized financial strategies to secure aprosperous future for themselves and their families.
Outside of work, Joe and his wife, Angelea, a NursePractitioner at Texas Children’s Hospital, love travelling. This generallyincludes visiting the lake in the summer and mountains in the winter. While athome they enjoy spending time with their golden retriever, Basil.
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