Liz A. Ware, RICP®

Registered Client Service Assistant, RJFS
Towne Investment Group

Phone: 757-249-4809
Email: liz.ware@raymondjames.com
One Old Oyster Point Road, Suite 310
Newport News, VA 23602

In addition to her role as client services manager, Liz is also a financial advisor and insurance broker. She assists clients in the selection and application of their life insurance and annuity contracts as well as helping clients with all account servicing matters, including online access and communications. She works closely with individuals, trustees, business owners, 401(k) plan participants and retirement plan providers. Upon graduation from Christopher Newport University in 1990, Liz began her career with John Hancock Life Insurance Company as a licensed insurance and annuity representative. She then worked in the operations department for Harbor Bank in 1998 until the merger with TowneBank, where she was then promoted to the larger role of executive assistant to the chairman of the Peninsula Board. Liz became the client services manager with Towne Investment Group in 2006. 


Experience and Professional Licenses

Towne Investment Group, Raymond James Financial Services, Inc. Since 2006
TowneBank 2004 – 2006
Harbor Bank 2002 – 2004
  1998 – 2001
John Hancock 1990 – 1994

Series 6: Investment Company Products/Variable Contracts Limited Representative
Series 7:
General Securities Representative
Series 63:
Uniform Securities Agent
Series 66:
Uniform Combined Registered Investment Adviser
Life and Health Insurance

Designations

Retirement Income Certified Professional®

Education

School Name: Christopher Newport College
Degree: Bachelor of Science, Marketing

Organizations and Affiliations

St. Jerome Catholic Church, Member and Catechist
Booker T Washington Middle School PTA, Volunteer
Alpha Kappa Psi, Lifetime Member
Catholic Charities of Eastern Virginia, Donor
Catholic Relief Services, Donor
Food Bank of the Virginia Peninsula, Donor
PORT Emergency Homeless Shelter, Volunteer
Alpha Kappa Psi, Member
Sigma Tau Gamma, Member

The above organizations/charitable causes are not affiliated with Raymond James.