Peirce C. Ward, III

Peirce C. Ward, III - CLU®

Financial Services Representative

Thompson Financial Group
6302 Fairview Road, Suite 500
Charlotte, NC 28210

Phone: (704)714-3165
Fax: (704)366-6900
E-mail:

  • Million Dollar Round Table (MDRT) Life & Qualifying Member
  • Registered Representative of New England Securities, Corp. (member FINRA/SIPC)
  • Investment Adviser Representative of New England Securities, Corp. A registered investment adviser

BUSINESS PHILOSOPHY

My goal is to help my clients create wealth, protect and distribute their wealth to their intended beneficiaries. I will work with you and your tax and legal advisers to help you select the most appropriate product solutions to suit your specific needs and circumstances.
 

PRODUCTS AND SERVICES

• Fixed and Variable Annuities
• Charitable Giving Strategies*
• Disability Income Insurance
• Estate Conservation Strategies*
• Education Funding Strategies
• IRA Consolidation/Rollovers
• Long-Term Care Insurance
• Mutual Funds
• Term Insurance
• Universal Life
• Variable Universal Life Insurance
•  Whole Life Insurance
 

QUALIFICATIONS 

• Licensed to sell Life Insurance in NC and other states
• Registered Representative of New England Securities, Corp.
• MBA – Concentration in Finance
• Life Member of NEF Hall of Fame
• Life Member of NEF Million Dollar Round Table
• Chartered Life Underwriter
• Chartered Financial Consultant
 
PERSONAL
 
• 31-year resident of Charlotte
• Family: Kit, wife / Whitney & Colton, children
• Hobbies: Golf, Master Crew Racing, Sailing, and Skeet
 
ORGANIZATIONS
 
• Member of Construction Financial Management Assoc. (CFMA)
• Society of Financial Professionals  

  

* Securities products are offered through registered representatives of New England Securities Corp. a broker/dealer (member FINRA/SIPC). 501 Boylston Street, Boston, MA 02116. New England Financial is the service mark for New England Life Insurance Company and New England Securities Boston, MA. L0110082970[exp0111][CO,CT,FL,NC,NM,OH,SC,TX,VA]