William D Ward
Investment Advisor Representative
I am an Independent Financial Advisor who has been in the industry for over 30 years, beginning on Wall Street in 1989.
In 2005 I went independent to better service my clients' needs and not recommend products from management. Since partnering with First Allied Securities, I continue to provide high quality, convenient, service for all of my clients.
Using a variety of technical indicators and research on markets, sectors and equities, I focus on growth and income investments for my clients as well as preserving capital as the market dictates. I prefer tax exempt and tax deferred investments vehicles, such as, Roth IRA's, retirement accounts, tax deferred annuities and variable life accounts.
I do the work of finding and managing investments for my clients, so that they can focus their attention on what matters most to them, family, career, children and grandchildren. Should you ever have a question regarding your accounts or the markets, I am but a phone call away to discuss on any topic or scenario that you may be concerned about.
Thank you for visiting my website, and hope to hear from you soon.
Remember, no one has a monopoly on good ideas.