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Janice Ward, Esq., CFP® 

Senior Vice President, Wealth Advisor & Senior Fiduciary Officer

Biography

Janice Ward serves as SVP, Wealth Advisor & Senior Fiduciary Officer Berkshire Bank Wealth Management. As she is an attorney, licensed in both Massachusetts and New York, she will be working primarily with Trust and Estate clients and assisting with fiduciary activities, and will also focus on financial planning. She has over 14 years’ experience with Trust and Estate planning and administration, with the last 10 years focused on wealth management. She recently obtained her designation as a Certified Financial Planner. She received her Juris Doctor from Western New England University and her BSBA from Massachusetts College of Liberal Arts. Prior to joining Berkshire Bank’s Wealth Management Group, Janice spent over three years as Vice President and Trust Officer with Greenfield Savings Bank Trust Department and prior to that served as Trust Officer for Legacy Portfolio Management in Pittsfield, MA. She will be based in the Berkshires and will work out of the Berkshire Bank Wealth Management Center in Lenox, Massachusetts.
Areas of Specialization
Trust and Estate Administration
Financial Planning
Estate Planning

Years of Experience
14 Years
Contact
25 Main Street
Lenox, MA 01240
(855) 843-4716

jward@berkshirebank.com

 

 

 

 

 

 

 

Wealth Management