David K. Ward,Jr.

CFP®, MS

My goal is to help simplify clients' finances and help them feel free to enjoy life and use those financial resources for good.

101 25th Street North Suite 100 Birmingham, AL 35203
205.208.8700

David has been involved in the financial services industry since 2010. He was a financial advisor for Bridgeworth from 2014 until it joined with Savant in 2023. Prior to joining Bridgeworth, David worked for a national wealth management firm where he developed financial plans for high-net-worth families. David serves a wide range of clients but especially enjoys working with dentists, doctors, lawyers, executives, and high-net-worth families.

David earned a bachelor of business administration degree and a master of science degree in family financial planning, both from the University of Georgia. He is a CERTIFIED FINANCIAL PLANNER™ professional and a member of the Financial Planning Association of North Alabama. He was recognized by the Birmingham Business Journal in 2016 as one of the Rising Stars in Money. In 2022, he received the University of Georgia Distinguished Financial Planning Alumni Award.

David serves on the board of the Railroad Park Foundation and is a member of the Kiwanis Club of Homewood-Mountain Brook. He is a founding member of the UGA Financial Planning Alumni Advisory Board. 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.


Education &
Designations

  • University of Georgia
    Bachelor of Business Administration
    Master of Science in Family Financial Planning
  • CERTIFIED FINANCIAL PLANNER™ professional

Affiliations &
Community Service

  • Financial Planning Association of North Alabama – member
  • Railroad Park Foundation – board member
  • Kiwanis Club of Homewood-Mountain Brook – member
  • UGA Financial Planning Alumni Advisory Board – founding member
  • Christ Fellowship Church – member

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.