Mark Ward, CFP®, ChFC®

Vice President & Chairman,
Investment Policy Committee

mward@lsggroup.com

Mark’s fascination with Financial Planning took root at the age of 16 when he invested in his first mutual fund. Since joining Lucien, Stirling & Gray Advisory Group in 1999, Mark has elevated this interest into an integrated practice based on delivering the highest level of customer service and on a genuine interest in his client’s financial future. Mark says, “I count the decision to accept the invitation to join this wonderful team of professionals as one of the smartest and most gratifying of my life.”

Mark prides himself on providing the same high level of service to all his clients. He works diligently to tailor financial plans that mesh with each client’s investment philosophy and financial goals. “Like my compatriots here at LSG, my professional philosophy flows from my core values: Life lived in the context of teamwork, integrity, balance, excellence, and enjoyment.”

Of his clients, Mark says, “The majority of my clients are very capable of managing their investment plans. What I offer them is the comfort and confidence of having a dedicated professional take that time and burden off their shoulders, so they may have time to spend with their families, or to devote to the things they find most satisfying.”

Mark’s strengths include multi-generational wealth planning, employee stock option planning, asset management, insurance needs analysis, and estate planning. He also has expertise in helping business owners/officers build competitive employee benefit plans including 401(k) and group health insurance.

Mark has an unyielding belief in keeping his knowledge up to date through continuous education. He obtained the CERTIFIED FINANCIAL PLANNER™ certification in 2006 from the Certified Financial Planner Board of Standards, Inc. Further he obtained the Chartered Financial Consultant® designation from The American College in 2010.  He also holds the FINRA Series 7, 63, and 65 Representative licenses, the FINRA Series 24, 28, and 53 Principal licenses, and the Texas General Lines (Life, Health, Variable, & Annuity) Insurance Licenses. He attended the University of Texas as a National Merit Scholarship Award recipient and received his undergraduate degree in History.

Mark is a native Texan who has lived in Austin since 1971. He is a proud member of American Mensa and the Austin Film Society. He enjoys snow skiing, SCUBA diving, fine dining, wine, and traveling with his family and friends. In pursuit of his interest in wine he received his Level III Advanced Wine & Spirits Sommelier Award from the Wine Society Education Trust of London in December of 2012.  Mark has one adult daughter, has been married over 21 years, and his wife is a retired master-rated ice skating instructor who is currently a Certified Physical Trainer and is also a UT graduate.

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