Steve Ward is a financial advisor with Belpointe Asset Management LLC in Mount Pleasant, SC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at D.H. Hill Securities, IFG Advisory (Aletheia Advisory Services), LPL Financial, and SunTrust Advisory Services. Outside of his advisory work, he serves on the boards of three nonprofit organizations: Wings for Kids, Libertas Academies, and HALOS. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and registered advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios and a range of investment strategies tailored to client objectives and risk tolerance.

Julianna Peeples is a financial advisor at Belpointe Asset Management LLC with Series 63 and Series 65 credentials and four years of industry experience. Her prior roles include positions at Raymond James Financial, New York Life, and PURE Insurance. Belpointe Asset Management is a multi-team registered investment adviser managing over $7.5 billion for several thousand clients, offering discretionary investment management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, and other advisers. The firm employs customized portfolios through various advisor-specific styles and third-party managers, and it provides administrative services and specialized investment vehicles through affiliated entities.