Justin Ward
Login to view DISC.Justin Ward is the SVP and Head of Advanced Planning at Concurrent, where he also serves as CIO for Elevate Family Partners LLC. A Certified Financial Planner (CFP) and Certified Exit Planning Advisor (CEPA), he specializes in wealth strategy and philanthropic services for high-net-worth clients.
He is currently a Juris Doctor (JD) candidate at Purdue University while holding a senior executive leadership position.
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Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
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DISC profile (public)
DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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