Ward Mayer,
CFP®, CIMA®, CPWA®, AIF® Managing Director RIAC – Retirement Plan & Institutional Advisory CouncilBehind the professional designations and more than 35 years of experience and financial expertise, you’ll find a man who has provided genuine personal care for the many clients he has had the opportunity to serve. For Ward, knowing who his clients are and what’s really important to them is at the heart of the financial guidance he provides. He’s seen his clients through many markets – some of historical significance. But through each and every cycle, he’s always been there to help guide them with an experienced eye and an understanding heart.
Working with Ward as your financial advisor, you’ll have an experienced professional at your side who understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change. In addition to serving high-net-worth individuals such as entertainers and athletes, Ward also specializes in solving the complex financial needs of transportation professionals and business owners and their families.
Ward began his career in financial services in 1988 and has spent all 35 years with Raymond James (previously Morgan Keegan). He offers in-depth knowledge of financial and estate planning, wealth accumulation, retirement planning, philanthropic planning and more. A native of Memphis, Ward graduated from the University of Memphis with an accounting degree and currently resides in Germantown. He earned his CFP® certification from the College for Financial Planning, a CIMA® designation from the Wharton School of Business and a CPWA® designation from the University of Chicago Booth School of Business.
Away from the office, Ward enjoys spending time with his two daughters, April and Nina, and his grandson, Anthony.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA®,” and “Certified Private Wealth Advisor®.” Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for wealth advisors.
Raymond James is not affiliated with the above organizations and/or charitable causes.
