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Gary Ward
Gary Ward, CRPS®
Portfolio Management
Vice President - Wealth Management
Senior Portfolio Manager
Financial Planning Specialist
21 Waterway Avenue
Suite 250
The Woodlands , TX 77380
tel: 281-863-5521
toll free: 800-666-3927
fax: 281-863-5550
Email Me
Welcome Associations Experience Education Services
Welcome

At Morgan Stanley Smith Barney, wealth management is defined by understanding you better- gaining deeper insight into you and your family''s needs, goals, and values. By looking at your whole picture, I can help you develop sound investment strategies.

The breadth of my resources includes a team of Morgan Stanley Smith Barney specialists, skilled in wealth planning. We will work with you to address investment management, lending and liquidity issues, risk management, charitable pursuits, strategies for retirement and education funding, wealth transference, business succession, asset preservation, and estate planning.

I believe that a client-focused personalized approach to investing is the foundation for a successful professional relationship. As a member of Morgan Stanley Smith Barney''s Portfolio Management Group, I provide individual investors with a level of personalized portfolio management typically reserved for major institutional clients. I''d like to show you our capabilities. Call or e-mail me at your convenience.
Associations
  • Texas Exes Alumni Association
  • Houston Tennis Association
  • The Woodlands Chamber of Commerce - member
  • The Magnolia Parkway Chamber of Commerce - member
  • Business Networking International
Business Experience
  • 2001 - Present: Morgan Stanley Smith Barney*
    Vice President - Wealth Management
    Senior Portfolio Manager
    Financial Planning Specialist
    CHARTERED RETIREMENT PLANS SPECIALISTSM
    The Woodlands, TX
  • 1985 - 2001: Merrill Lynch Private Client Group
    Vice President - Investments
    Houston, TX
Education and Licensing
  • Bachelor of Business Administration
    Finance, 1984
    University of Texas - Austin
    Austin, TX
  • Series 7 - General Securities Representative, 1985
  • Series 63 - Uniform State Exam, 1985
  • Life & Health Insurance, 1986
  • Disability Insurance, 1986
  • Long Term Care Insurance, 1986
  • Fixed and Variable Annuities, 1986
  • Series 65 - Investment Advisory Agent, 2001
  • Series 3 - National Commodity Futures, 2003
  • Financial Planning Specialist, 2004
  • CHARTERED RETIREMENT PLANS SPECIALISTSM, 2008
Services
  • Family Consulting
  • Wealth Management
  • Financial Planning
  • Retirement Planning
  • 401k Rollovers
  • Municipal Bonds
  • Fixed Income
  • Defined Contribution Plans
  • Estate Planning
  • Asset Management
  • Professional Portfolio Management
  • Alternative Investments
  • Qualified Plans
  • Planning for Special Needs Individuals
  • Socially Responsible Investing
  • Foreign Exchange
  • Lending Services
Bulletin Board
  • Are you ready for retirement? We think of retirement as part of the bigger picture- your life. Whatever you have in mind, the ideal is to have the flexibility to make choices based on what you want to do, not what you have to do. Call to develop a plan for achieving the retirement you envision.
  • If you would like a complimentary portfolio review or you're in need of a comprehensive financial plan, please give us a call.
  • You can access your investment accounts by clicking on Your Portfolio on the right-hand side of this page.
Gary Ward is licensed in the following state(s): AR, CA, CO, FL, GA, IL, LA, MA, MI, OR, TX, VA
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
FEATURED REPORTS

Portfolio Management Group: Bringing Professional Money Management Closer to Home (pdf)

Plan Perspectives: Retirement Planning - Health Care Costs (pdf)

Preparing for Your Retirement: Evaluating Savings Strategies and Income Needs (pdf)
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