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Azadeh “Ozzie” Ward

Azadeh “Ozzie” Ward

Practice Manager

Ozzie is our team's Practice Manager working to ensure that all responsibilities of our staff is met. She is also responsible in partnering with the advisors in the continued development, support and growth of our practice. Ozzie also oversees all operations in business management, marketing, daily operations, compliance and team management. She also holds a Series 7 license and assists the advisors in trading on authorized accounts and the maintenance of investment accounts. She can be reached for any and all concerns and questions. Ozzie joined our practice in 2015, bringing with her 13 years of experience from New York Life. For her first 5 years, she hired and trained advisors and spent the last 8 years running the practice of the top advisor at NYL, managing all aspects of his business. Ozzie resides in Dedham with her husband Michael, committing their summers to the Red Sox, as long time season ticket holders and loving to travel internationally as much as they can.