“Put the best interest of the client first, and if you do that, everything else will fall into place.”
Gerry Ward joined Anchor in July 2013 through a merger with his own firm, Ward Financial Advisors. He started Ward nearly thirty years prior, acquiring a great deal of expertise through building that company and through his work with ISO to establish worldwide financial planning standards. His greatest proficiency lies in financial planning and wealth management, especially in the planning of succession of small businesses. He feels a real need to develop mutual respect with clients, allowing them to do what they do best while acting as a quarterback to coordinate the financial aspects of their lives. His favorite part about work is that he knows he, and everyone else at Anchor, make a positive difference.
Gerry represented the United States as a Technical Expert for the ISO conferences on Personal Financial Planning in Frankfurt, Germany in 2001, in Sydney, Australia in 2002, in Hong Kong and New York in 2006, and in Vienna, Austria in 2008. He also organized and served as Program Director and Adjunct Professor of the Registered Financial Planning Program taught at the University of South Carolina in Columbia, South Carolina.
Gerry is happily married and resides in Williamsburg, Virginia. He has 4 wonderful children and 6 grandchildren. In his free time he enjoys gardening, exploring the history of Williamsburg, and volunteering with the Williamsburg Presbyterian Church and other organizations.