Carlton Ward
CARLTON WARD
Associate Wealth Advisor
Carlton.Ward@
Direct/Text: 540.302.3560
Mobile (voice only): 540.588.2085
Carlton’s passion for numbers and problem-solving naturally led him to finance, a field where he can combine analytical thinking with helping clients work towards achieving meaningful financial goals.
While earning a Bachelor of Arts in Finance with a Business minor from Sewanee: The University of the South, Carlton distinguished himself both academically and athletically. He was named to the Dean’s List and inducted into the Order of the Gown, an honor awarded to students who demonstrate academic excellence and leadership. He was also a member of the men’s lacrosse team and an active contributor to the campus community.
Before joining Valley Wealth Group full-time, Carlton interned with VWG and gained additional financial experience as a member of the Green’s View Capital Investment Club.
Outside the office, Carlton enjoys staying active—whether it’s working out, spending time outdoors, or being with friends. He’s a lifelong sports fan and loves both watching and playing whenever he gets the chance.
