Herb Ormond
Herbert Ormond III President & Chief Investment Officer

Herb Ormond has been a financial advisor for over 35 years, beginning his career in 1986. He spent most of his career (19 years) at A G Edwards & Sons as Branch Manager and Senior Vice President-Investments. In 2011 he founded the independent investment firm of H. L. Ormond & Company, LLC in Greenville NC. Herb’s focus is on investment strategies for a wide spectrum of clients with a primary emphasis on helping clients financially prepare for and then enjoy their retirement years. His 35+ years of experience helps him provide the “Trusted Advice” that is so crucial to our clients’ investment experience.

Herb graduated from the University of North Carolina-Chapel Hill in 1984 with his degree in Business Administration. He has received a variety of honors and awards throughout his career including being named by Forbes as one of the “Best-in-State Wealth Advisors” for North Carolina* each of the past three years as well as one of the “Top 1000 Advisors” in America by Barron’s in 2009.

A Greenville native, Herb is married to Martha-Duke Ormond. They have three married daughters, Rose, Catherine, and Anna and two cute grandchildren, ages 6 and 3. They enjoy spending time at Topsail Beach boating and water-skiing as well as attending UNC football and basketball games. They are involved in the life of their churches in Greenville and at Topsail Beach.

*The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Out of approximately 32,725 nominations received, based on thresholds, more than 5,000 advisors received the award. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.