News


“Lone Survivor” Author Marcus Luttrell Named 2013 NEC Keynote Speaker

Girard is honored to have Marcus Luttrell, author of best-selling Navy SEAL memoir Lone Survivor, as the keynote speaker for the 2013 National Education Conference. Marcus’ book tells the riveting story of the four Navy SEALs involved in Operation Redwing—a harrowing mission in the mountains of Afghanistan that led, ultimately, to the largest loss of life in Navy SEAL history.… Read more...

Dollars for Denim

Girard Securities, Inc. has created a unique way for its home office to give back to the community. Dollars for Denim is a program that invites employees to wear jeans to work in exchange for a donation of $1 per day, $3 per week or $36 dollars per quarter. For every dollar donated, Girard matches $2. The home office staff… Read more...

Business Growth Leads to Home Office Staff Expansion

2013 has been a year of growth for Girard! To continue to provide our advisors with exceptional service, we have made some valuable additions to our home office team. We have welcomed Traci Tarpy Sherrod and Glenn Pollack to our Branch Office Supervision desk, Eric Olney to our New Accounts team, and Ann DiGiorgio to our Compliance department. Read more...

Girard Holds First Annual Assistant University

In May, Girard held its very first annual Assistant University. A group of 28 attendees from across the country gathered for two days of networking, educational sessions and industry Q&As. Experts from National Financial and Pershing were on-site, and a reception was hosted at the Wine Sellar. While we expected the event to be a valuable experience, we never could… Read more...

Business Continuity Plan

BUSINESS CONTINUITY PLAN  Summary Disclosure Statement Our firm's policy is to respond to a Significant Business Disruption (SBD) by safeguarding employees' lives and firm property, making a financial and operational assessment, quickly recovering and resuming operations, protecting all of the firm's books and records, and allowing our customers to transact business. Our plan anticipates two kinds of SBDs, internal and… Read more...

Woltman Education Assistance Fund

Kaye and Richard Woltman have donated funds in honor of their daughter to establish the Woltman Educational Assistance Fund in Memory of Melisa Reasner McGuire. By honoring her memory and achievements, the Woltman family is making it possible for students in need of tuition assistance to take advantage of the Pacific Ridge School experience. Funds from the Woltman Educational Assistance Fund… Read more...

San Diego Business Journal Honors Girard Securities

On November 5, Girard Securities, Inc. was recognized by the San Diego Business Journal as a finalist in the Family-Owned and Closely-Held Business Award category.  Each year, the Journal recognizes the accomplishments of businesses in the county that are family owned or closely held. Read more...

Woltman Named as one of San Diego’s Most Admired CEO’s

Each year the San Diego Business Journal recognizes the most admired CEO's that work in San Diego.  Awards are presented to CEO's of government agencies, non-profit organizations, private companies and public companies.  At an event attended by over 500 people, the Business Journal honored Girard's CEO, Richard Woltman as a finalist in the public company category.  Mr. Woltman was recognized for his accomplishments… Read more...

New Girard Brand Reflects Legacy and Forward-Thinking

A new branding campaign was introduced at the 2011 Girard National Education Conference and includes a bold new logo, color palette and type treatment. The logo, which features a multi-pronged flame in shades of blue, also highlights the word Girard in large, bold caps. The torch symbolizes the dynamic legacy of the firm's founders as well as the enlightenment that… Read more...