David E. Ward
North Point Wealth Management
This adviser will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: $100,000
Minimum client income required: No minimum required
Title: Financial Advisor
Offering advice since: 1995
Areas of focus:
- Divorce planning
- Charitable and Planned Giving
- Educational Planning
- Estate Planning/Wills
- Portfolio Management
- Retirement Planning
- Tax Planning
Further information about David E. Ward:
David is one of the founders and Managing Directors of North Point Wealth Management. He has over 14 years of experience in the financial planning community.
Also, he is a frequent guest speaker for companies such as BellSouth/AT&T;, General Motors, Verizon, and Coca-Cola to help executives and managers make sense of their retirement plan benefits.
In addition, he has practical knowledge and experience with the following companies benefits and retirement plans; BellSouth/AT&T;, Kimberly Clark, Coca-Cola, General Motors, Ford, Boeing, Verizon, UPS, Home Depot, Southern Company, SCANA, and the Teachers Retirement System.
Personal Interests:
Attending sporting events, coaching soccer and basketball, golf
Areas of focus:
Personal financial planning for retirement, retirement plan distribution, retirement income strategies, estate planning strategies, investments, charitable giving strategies and special needs financial planning.
Compensation and Fee Structures:
Not specified
Licenses, Certifications & Affiliations:
CERTIFIED FINANCIAL PLANNER™, Series 6, 63, 7 securities licenses.
Education:
Michigan State University, BS Engineering 1984
University of South Carolina, MBA, Finance & Real Estate 1988
Will provide references upon request?
Yes
Further information about North Point Wealth Management:
(Size of firm: Over 100 advisors)
David is an Independent Financial Advisor affiliated with Commonwealth Financial Network.
Securities and Advisory Services are offered through Commonwealth Financial Network, Member FINRA/SIPC, a registered Investment Advisor
Contact Information for David E. Ward
Phone: 678-990-0011 x306
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Address for David E. Ward:
Suite 250
11800 Amberpark Dr
Alpharetta, GA, 30009
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