David E. Ward

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:

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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