Advisor Serving Clients Across North Jersey and Beyond from Wayne, New Jersey
Kingsview Partners is proud to spotlight Partner and Wealth Manager Conan Ward, who operates his practice out of Wayne, New Jersey, serving clients across North Jersey and beyond.
Born and raised in Wayne, Conan built a long career in financial services before making a deliberate move into wealth management. He began as a programmer at PaineWebber and UBS, where he became a Director, and later joined Morgan Stanley as a consultant focused on technical consolidation and broker platform development. In September 2014, Conan made a purposeful pivot from the corporate world to become a financial advisor — bringing more than 35 years of financial industry experience to the clients he serves today.
Conan’s advisory style is shaped by a lifetime of coaching and personal discipline. He coached track and cross country in Wayne for over 25 years, and he approaches client relationships the same way: through patience, consistent follow-through, and a steady focus on helping people make progress toward what matters most.
He works closely with individuals and families who want clarity around life’s biggest financial decisions and takes real satisfaction in helping clients build a plan for the future with confidence and purpose.
“I’ve always been motivated by helping people — coaching, guiding, and assisting someone as they work toward a goal. That’s what I enjoy most about this work.”
Outside the office, Conan and his family have lived in Glen Ridge, New Jersey, for more than 20 years. An athlete at heart, he brings the same competitive spirit and steady perspective to the people he cares about most—including his wife, Irene, and their daughter, Caroline as well as to the clients he serves.
“Conan brings a coach’s mindset to life’s biggest financial decisions,” said Sean McGillivray, Kingsview COO & President of Asset Management. “That combination of deep industry experience and patient, consistent guidance is exactly what clients value and exactly what we aim to deliver across Kingsview.”
Conan Ward serves clients from Kingsview’s Wayne, New Jersey, office and can be reached by calling (973) 453-9999 or through the Kingsview website.