Calvin Ward

Calvin Ward
Senior Vice President Wealth Business Advisor Private Client Group Truist Bank

3333 Peachtree Road

Atlanta, GA 30326

Calvin.Ward@Truist.com

Phone (404) 214-3351

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About me

Background

Calvin Ward is a Wealth Business Advisor with Truist Private Wealth, Inc. He offers clients more than 30 years of financial services, retirement planning, and investment management experience. Calvin works with clients to gain a complete understanding of their lifestyle, career, philanthropic and wealth planning goals. Then he identifies and engages a client strategy Team to create a unique and constantly evolving financial plan and strategy to help meet these goals.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

M.B.A
DePaul Graduate School of Business
B.S. Business Administration
Illinois State University

Personal Interests

Calvin serves on the following Board of Directors, South Fulton Advisory Board for United Way, The Gateway Center, Voices for Georgia's Children and The Scholarship Academy. He is also a Lifetime member of these organizations, Alpha Phi Alpha Fraternity Incorporated, the 100 Black Men of America and the National Black MBA Association.

Specialties

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking needs of business-owners

  • Strategic, long-term planning solutions to drive growth, manage wealth, and provide an orderly transition of management and ownership

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

Accomplishments

Truist Performance Award Winner
2022

The Truist Performance Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand, our Performance Promise, and revenue.

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