Russell Ward Email & Phone Number
Certified Financial Planner™|Sr Retirement Plan Consultant|Certified Financial Fiduciary®,AIF®,CRPS® @ Harbor Investments LLC
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Russell Ward Location
- Lutherville-Timonium, MD, US
Russell Ward Work
- Certified Financial Planner™|Sr Retirement Plan Consultant|Certified Financial Fiduciary®,AIF®,CRPS® @ (September 2015 - Present)
- Certified Financial Planner®, Senior Retirement Plan Consultant, AIF® @ (April 2007 - September 2015)
- Financial Planner @ (February 2002 - April 2007)
- Financial Advisor @ (January 2000 - February 2002)
Russell Ward Education
- University of Delaware
Bachelor of Arts (B.A.) (Business / Technical Writing)
1987-1991 - McDonogh School 1980-1987
Russell Ward Skills
- 401(k) Retirement Savings Plans
- Certified Financial Planner
- ERISA Plan Consulting
- Fiduciary Management
- Investment Advisory
- Retirement Plan Consulting
- Retirement Planning
Russell Ward Summary
- Russell Ward, based in Lutherville-Timonium, MD, US, is currently a Certified Financial Planner™|Sr Retirement Plan Consultant|Certified Financial Fiduciary®,AIF®,CRPS® at Harbor Investment Advisory. Russell Ward brings experience from previous roles at UBS Financial Services, Inc, Salomon Smith Barney Holdings Inc. and Alex. Brown & Sons, Inc.. Russell Ward holds a 1987 - 1991 Bachelor of Arts (B.A.) in Business / Technical Writing @ University of Delaware. With a robust skill set that includes 401(k) Retirement Savings Plans, Certified Financial Planner, ERISA Plan Consulting, Fiduciary Management, Investment Advisory and more. Russell Ward has 1 emails and 2 mobile phone numbers on RocketReach.
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