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David Ward, CFP®

Financial Advisor / Member Owner

"My goal is to help simplify clients' finances so that they are free to enjoy life and use those financial resources for good."

205.208.8752 Send Email Download Bio

David’s passion is serving clients by helping them make wise and informed decisions with their money. He has a strong technical background and a commitment to holistic financial planning with all clients. David enjoys bringing clarity to complex financial issues, allowing clients to make informed financial decisions and live more fulfilling lives. David serves a wide range of clients but has a large amount of experience serving dentists, doctors, lawyers, executives, and high-net-worth families.

David began his career developing financial plans for high-net-worth families with a national wealth management firm. In 2014 David joined Bridgeworth to develop and run the financial planning department. In this position, he was responsible for plan development and strategic direction for all planning operations. David has also served as a consultant to advisors on complex planning strategies.

David is active in both community and professional organizations. He was recently appointed to the Board of Railroad Park Foundation following time on the Red Mountain Park Junior Board, where he served as President. David’s industry influence includes time spent as secretary on the national board of the Financial Planning Association’s NextGen organization and NexGen Director for the Financial Planning Association of North Alabama. David was also a founding member of the UGA Financial Planning Alumni Advisory Board. He serves his local community as an active member of the Kiwanis Club of Homewood-Mountain Brook.

David and his wife, Kara, have three children and are active members of Christ Fellowship Church. In his spare time, he enjoys rock climbing, running, visiting National Parks, and spending time with his family.

Affiliations

  • Financial Planning Association of North Alabama: Board of Directors, 2014 - 2018; NexGen Director, 2014 - 2017; Member, 2014 - Present
  • Kiwanis Club of Homewood-Mountain Brook: Member, 2023
  • Railroad Park Foundation: Board Member, 2024
  • Birmingham Urban Young Life: Board of Directors, Finance Committee 2018-2022
  • Rotaract Club of Birmingham: 2015 - 2021
  • Red Mountain Park Junior Board: Member 2017 - 2022; President 2021; Service Committee Chair, 2018 - 2020
  • Young Supporters Board of the UAB O'Neal Comprehensive Cancer Center: 2020 - 2021
  • UGA Financial Planning Program: Alumni Advisory Board, 2017 - 2019
  • Financial Planning Association North Alabama: NexGen Director, 2014 - 2017
  • Financial Planning Association: NexGen National Secretary, 2014
  • Christ Fellowship Church: Member

Honors & Awards

  • Financial Planning Association NexGen Scholarship, 2013
  • The International Association of Advisors in Philanthropy CAP Scholarship Recipient, 2016
  • Birmingham Business Journal's 2016 Rising Stars in Money
  • University of Georgia Distinguished Financial Planning Alumni Award, 2022

Education

  • University of Georgia, 2009
    Bachelor of Business Administration
  • University of Georgia, 2010
    Master of Science in Family Financial Planning
  • Financial Planning Association Residency Program, 2012
  • CERTIFIED FINANCIAL PLANNER™, 2013