Specializing in Investment Planning and Retirement Strategies
Qualifications & Registration:
- General Securities Representative, Series 7 Registration*
- Uniform Combined State Law Examination, Series 66 Registration*
- SIE – Securities Industry Essentials Examination*
- Bachelor of Science degree from Coastal Carolina University
*Currently held with Cetera Advisors LLC
Charlie Ward is the newest member of our HTK Wealth Management team under the Cetera Advisors LLC umbrella, having relocated from South Carolina. He focuses on creating investment and retirement strategies tailored to each client’s goals. His areas of expertise include long-term growth investing, value-based strategies, savings-focused plans, and comprehensive financial planning. Charlie is committed to making investing approachable and helping individuals and families feel confident in their financial future.
Community & Involvement:
- Volunteer coach for youth recreational soccer, basketball, and baseball in both Greater Nashville and previously in South Carolina.
Hobbies and Pastime Activities:
- Playing basketball, pickleball, and golf
- Enjoying country music and attending Tennessee Titans, Nashville Predators, and Nashville SC games
- Spending time with family, friends, and his dog Ruby