Glen Viditz-Ward, ChFC, CFS, CLU, CASL, RICP, CAS, AIF

Glen Viditz-Ward, ChFC, CFS, CLU, CASL, RICP, CAS, AIF

Financial Advisor | Investment Advisory Representative

Office: 7048468871
E-mail:
 

Glen has over three decades of industry experience.  He grew up in Mendham, NJ, 30 miles from New York City. At an early age, he was surrounded by Wall Street professionals, piquing his interest in the world of finance.

Glen holds a BS in Business Finance from the Rochester Institute of Technology where he was recruited to play for their NCAA Ice Hockey team.  Upon graduation, he moved to Manhattan and worked as an International Money Broker and Link Specialist for Garvin Guy-Butler Capital Markets.  He traded billions of dollars and derivatives for institutional Asian, European, and US Bankers.

With a desire to bring his knowledge to those looking for a one-on-one relationship with a financial advisor, Glen left the trading floor to start his firm.  Since 1992, he has worked with individuals, families, executives, and businesses across the country.

Glen and his wife, Susan, live in Marvin, NC. They have three children.  Andrew and Avery, both graduates of Appalachian State University, and their high schooler, Ainsley.  Glen is an avid alpine skier, guitar player, and volunteers his musical talents to local schools and charities.

*Glen operates under Viditz-Ward Financial Services

Credentials:

ChFC® (Chartered Financial Consultant)

AIF® (Accredited Investment Fiduciary)

CFS® (Certified Fund Specialist)

CLU® (Chartered Life Underwriter)

CASL® (Chartered Advisor for Senior Living)

RICP® (Retirement Income Certified Professional)

CAS® (Certified Annuity Specialist)