Michael M. Ward, CFA, CFP®

Michael M. Ward, a Chartered Financial Analyst (CFA), and Certified Financial Planner™ (CFP®) is a recognized expert in the field of global investing. As former President and owner of International Assets Advisory, LLC, Mr. Ward was personally responsible for the creation and design of various investment vehicles that have raised over $500 million in assets.

Specializing in the areas of Corporate Finance and Merger & Acquisition transactions for middle market companies across a wide variety of industries, Mr. Ward’s representative investment banking transactions include company sales, capital placements and complex debt financings. He is a member of YPO (Young Presidents’ Organization), serving on the Southeast and Caribbean Regional Board as well as being part of the Orlando, Florida, Bahamas and Caribbean chapters. He is the founder and owner of valuations.com, a website designed to make segments of the finance industry more accessible and transparent.

Mr. Ward holds a BBA in Finance from Stetson University, a MBA in Finance/Accounting from the Crummer Graduate School of Business at Rollins College and held series 4, 7, 24, 28, 53, 63, 65 and 79 licenses.