Five Star award winner G. Ward Keever, IV, CLU, ChFC, RHU, AEP, CFS, AIF, CKA

PROFESSIONAL PROFILE

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G. Ward Keever, IV, CLU, ChFC, RHU, AEP, CFS, AIF, CKA

President & CEO

Covenant Wealth Strategies

15 Middleton Dr

Wilmington, DE 19808

Office: 302-234-5655

contactus@covenantwealthstrategies.com.
www.covenantwealthstrategies.com

Professional Approach

About G. Ward Keever, IV

Compelled to live out his personal mission to deliver trusted advice, President and CEO Ward Keever ignites the way for others to build financial security, realize their dreams, and form a lasting legacy. As a simple childhood interest in the stock market blossomed into a wonderful career, he found his true calling solving the complex planning needs of high-net-worth families and business owners. Although his knowledge of the financial industry has certainly come a long way since those early days, Ward’s enthusiasm and passion for the profession remains unchanged.

Prior to establishing his own firm in December of 1999, Ward earned an honors degree in finance and marketing from the University of Delaware, where he graduated Cum Laude. He began working for a regional planning organization following college, and continued his academic pursuits by earning additional designations as a Chartered Financial Consultant and Chartered Life Underwriter from the American College and Series 6, 7, 24, 63, and 65 securities registrations with LPL Financial. Today, education is a cornerstone of his leadership, as he instills a culture of continuous improvement and achievement by prioritizing the professional development of each of his stakeholders and empowering his clients to cultivate their financial knowledge.

Among Ward’s numerous accolades are memberships with the Estate Planning Council of Delaware, the Million Dollar Round Table, The Society of Financial Service Professionals, and the Wilmington Tax Group. He is particularly blessed to have been honored with the Top of the Table award for the past 8 years, marking him in the top half of the top 1% of financial advisors. Additionally, LPL has named him to their Chairman’s Council for his consistent ranking in the highest 2% of their 15,000 advisors.

Outside of work, Ward and his wife, Debbie, enjoy spending time with their sons Chip and Dan and their daughter-in-laws Natalie and Madeline. The family’s two Schnoodle dogs, Schnickers and Maggie, also hold a special place in Ward’s heart. Whenever possible, the whole gang hits the beach for boating, surfing, and more boating! Ward and Debbie are very active in their faith community, recently traveling to Romania to work with an impoverished Gypsy population. This overseas encounter strengthened Ward’s desire to be a bridge for the less fortunate both abroad and in the United States.

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This award was issued on 11/01/2023 by Five Star Professional (FSP) for the time period 02/13/2023 through 08/31/2023. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 522 Delaware-area wealth managers were considered for the award; 55 (11% of candidates) were named 2023 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2022: 509, 60, 12%, 11/01/22, 02/21/22 - 08/19/21; 2021: 523, 57, 11%, 11/01/21, 01/18/21 - 09/03/21; 2020: 521, 51, 10%, 11/01/20, 02/10/20 - 09/11/20; 2019: 507, 59, 12%, 11/01/19, 12/6/18 - 07/19/19; 2018: 485, 66, 14%, 11/01/18, 10/19/17 - 07/11/18; 2017: 393, 73, 19%, 07/01/17, 10/19/16 - 05/04/17; 2016: 359, 145, 40%, 06/01/16, 11/30/15 - 05/05/16; 2015: 555, 186, 34%, 07/01/15, 11/30/14 - 05/05/15; 2014: 615, 188, 31%, 07/01/14, 11/30/13 - 05/05/14; 2013: 831, 202, 24%, 07/01/13, 11/30/12 - 05/05/13; 2012: 608, 193, 32%, 07/01/12, 11/30/11 - 05/05/12.

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The LPL Financial Registered Representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AZ, CA, CO, CT, DC, DE, FL, HI, IN, MA, MD, MN, MO, NC, NJ, NM, OH, PA, SC, TX, UT, VA, VI, WA, WI.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance . Wealth Managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.