David Ward
Financial Advisor, Managing Director & Founder at North Point Wealth Management | Atlanta, Georgia, United States
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David Ward is a distinguished Financial Advisor, Managing Director, and Founder at North Point Wealth Management, where he leverages his expertise as a CERTIFIED FINANCIAL PLANNER™ professional to deliver comprehensive wealth management services. With a strong focus on strategic financial planning, David specializes in retirement planning, investment management, and estate planning, ensuring that his clients are well-prepared for their financial futures. His extensive knowledge in 401(k) rollovers and investment strategies allows him to tailor solutions that meet the unique needs of each client, whether they are individuals preparing for retirement or families looking to secure their legacies.
At North Point Wealth Management, David leads key projects that emphasize due diligence and financial analysis, helping clients navigate complex investment landscapes with confidence. His approach combines a deep understanding of market trends with personalized service, allowing him to create robust portfolios that align with clients' long-term goals. David's commitment to excellence is evident in his meticulous attention to detail and his ability to adapt strategies in response to evolving economic conditions.
As a thought leader in the industry, David is dedicated to educating clients about the intricacies of wealth management and the importance of proactive financial planning. His passion for helping others achieve financial independence drives him to stay at the forefront of industry developments, ensuring that North Point Wealth Management remains a trusted partner for clients seeking to enhance their financial well-being. With a proven track record in portfolio management and a keen insight into venture capital opportunities, David Ward is not only a financial advisor but also a strategic ally in his clients' journeys toward financial success.
Financial Advisor, Managing Director & Founder at North Point Wealth Management in January 2009 to Present
Financial Planner at Ameriprise Financial (formerly American Express Financial Advisors) in February 2002 to December 2008
Financial Planner at American Express Financial Advisors in September 1997 to February 2002
Marketing & Sales at General Electric Capital in June 1989 to July 1996
Financial Analyst at Northern Telecom in June 1988 to June 1989
Plant Engineer at General Motors in June 1984 to September 1986
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401k Rollovers
Estate Planning
Retirement Planning
Investments
Financial Planning
Securities
Asset Management
401k
Financial Services
Strategic Financial Planning
Asset Allocation
Wealth Management Services
Finance
Strategy
Portfolio Management
Investment Management
Personal Finance
Wealth Management
FINRA
Mutual Funds
Investment Strategies
Alternative Investments
Series 63
Financial Planners
Retirement
Investment Advisory
Series 7
Valuation
Fixed Annuities
Private Equity
Life Insurance
Equities
Insurance
Venture Capital
Small Business
Long-term Care
Executive Management
Mergers & Acquisitions
Due Diligence
Relationship Management
Financial Analysis
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Discover more about North Point Wealth ManagementWhat is David Ward email address?
Email David Ward at [email protected] and [email protected]. This email is the most updated David Ward email found in 2026.
What is David Ward phone number?
David Ward phone number is +17708274709 and +19048883978.
How to contact David Ward?
To contact David Ward send an email to [email protected] or [email protected]. If you want to call David Ward try calling on +17708274709 and +19048883978.
What is David Ward net worth?
David Ward has an estimated net worth of $150,000 to $249,999
What company does David Ward work for?
David Ward works for North Point Wealth Management
What is David Ward's role at North Point Wealth Management?
David Ward is Financial Advisor, Managing Director & Founder
What industry does David Ward work in?
David Ward works in the Financial Services industry.
David Ward Email Addresses
David Ward Phone Numbers
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