David M. Ward

Retirement Plan Advisor

O: 813-909-9305 ext. 1984
C: 813-765-5716

Designations & Certifications:

  • Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies

David Ward provides investment and plan advisory services to our clients. He works closely with our consultants in performing investment due diligence, cost analysis and benchmarking.

David has over 25 years of experience with a strong background in compliance, plan design and investment advisory services. In the retirement plan industry, he has worked with a big eight account firm, large retail employer, third party administrator and an advisory firm. Before becoming an advisor, he gained technical experience working as a Third Party Administrator (TPA) to Qualified Retirement Plans.

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