Ward Carson, Msfs, Cfp®, Clu®, Chfc® Email & Phone Number

Charleston, SC, US

Charlotte, North Carolina, United States

At Pearce Bespoke Charlotte, we redefine luxury tailoring with a personalized, mobile service that brings the art of bespoke clothing directly to our clients. Specializing in custom suits, sportcoats, tuxedos, shirts, and tailored apparel for both men and women, we combine timeless craftsmanship with modern convenience.As the Custom Clothier Supporting.

Mid-Atlantic Region

• Territory: Mid-Atlantic Region (SC, NC, VA, WV, DC, MD) and Select National Accounts
• Transformed an underperforming region and grew the annual life target premium
• Expanded distribution markets to include the elite producer market, FMO/IMO space, and multilevel marketing segment
• Recruited and established strong relationships with several of the largest and fastest-growing independent life insurance IMOs in the U.S.
• Grew the region to #1 in the East US division and #3 overall
• Delivered monthly small and large-scale virtual and in-person presentations to regional and national industry groups

Mid-Atlantic Region

Greenville-Spartanburg-Anderson, South Carolina Area

• Built an independent firm, growing to a 20-person financial services team of agents and advisors
• Secured the endorsement of the South Carolina Medical Association as the preferred financial planning provider
• Entered into partnership with one of the largest property and casualty insurance agencies (20+ locations) in North and South Carolina to provide financial services to clients
• Leveraged planning and insurance selling systems, including NaviPlan™, Financial Profiles™, eMoney Advisor™, LEAP™, and Circle of Wealth™

Greenville-Spartanburg-Anderson, South Carolina Area

• Built and prospected a start-up client base through the marketing of proprietary life insurance, annuities, long-term care insurance, disability insurance, mutual funds, and other investments
• Established the first formal agency relationship between New York Life and a community bank in the country
• Serviced a client base of 1,500+ policyholders
• Ranked in the top 15% in sales (1999 - 2008)

Greenville-Spartanburg-Anderson, South Carolina Area

• Built and prospected a start-up client base through the marketing of proprietary life insurance, annuities, long-term care insurance, disability insurance, mutual funds, and other investments
• Established the first formal agency relationship between New York Life and a community bank in the country
• Serviced a client base of 1,500+ policyholders
• Ranked in the top 15% in sales (1999 - 2008)

Master Of Science In Financial Services (Msfs), Financial Planning And Services

Bachelor Of Arts - Ba, Political Science And Government

Activities and Societies: Pi Kappa Alpha International Fraternity