Calvin Ward
Senior Vice President, Wealth Business Advisor at Truist
- Role
- Senior Vice President, Wealth Business Advisor at Truist Wealth
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
About Calvin Ward
As a Wealth Business Advisor, I serve as a relationship manager and advocate for affluent clients and their families. I am further supported by a broad array of specialists who work together to deliver personalized, tailored solutions that address clients\' specific banking, strategic credit, investments, insurance, and trust and estate planning needs.This dedicated team approach allows me to help create, grow, and preserve the wealth of the clients I serve. I believe one of the best ways to help establish economic success and financial security for my clients is by developing a customized, comprehensive financial plan for them. A well-constructed plan produces a road-map that increases the likelihood of achieving long-term financial goals.As a trusted advisor, I value the confidence our clients have in us, and I strive each and every day to exceed their expectations by delivering service that is reliable, responsive, empathetic, and competent.
Experience
Senior Vice President, Wealth Business Advisor
Feb 2021 — Present · Atlanta, GA, US
Due to industry regulations, I am unable to accept recommendations and endorsements. TIS will not accept purchase or sale orders via LinkedIn or its messaging system. Truist Investment Services, Inc, member FINRA/SIPC, is a wholly owned non-bank subsidiary of Truist Financial Corporation. Securities and insurance products or annuities sold, offered or recommended by Truist Investment Services are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by any federal government agency and may lose value. Not all products and services are available in all states and financial advisors for Truist Investment Services may only conduct business in states and jurisdictions where they are properly registered. Therefore, a response for information may be delayed. Investors outside of the United States are subject to additional securities and tax regulations within their applicable jurisdictions that are not addressed on this site. For more information please contact your financial advisor. For additional important disclosures, please visit:
Education
DePaul Driehaus College of Business
MBA
Illinois State University
Bachelor of Science
Skills
- Leadership
- Cash Flow
- Financial Services
- Recruiting
- Leadership Development
- Commercial Banking
- Business Development
- Wealth Management
- Financial Analysis
- Wealth Management Services
- Program Management
- Cash Management
- Credit Analysis
- Relationship Management
- Mortgage Lending
- Commercial Lending
- Management
- Strategic Planning
- Series 7
- Strategic Financial Planning
- Marketing
- Credit
- Financial Modeling
- Executive Management
- Investments
- Equities
- Treasury Management
- Financial Advisory
- Strategy
- Underwriting
- Negotiation
- Fixed Income
- Portfolio Management
- Asset Management
- Selling
- Loans
- Finance
- Asset Allocation
- Banking
- Risk Management
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