Russell Ward

Russell Ward is a seasoned financial professional with extensive experience in financial planning and retirement plan consulting. With a background that includes working at top financial firms such as Harbor Investment Advisory, UBS Financial Services, Inc., Salomon Smith Barney Holdings Inc., and Alex. Brown & Sons, Inc., Russell is well-versed in providing expert financial advice to clients. Russell holds various certifications such as Certified Financial Planner™, Certified Financial Fiduciary®, AIF®, and CRPS®. Russell obtained their Bachelor of Arts degree in Business/Technical Writing from the University of Delaware.