Daniel J. Ward


Daniel Ward, CRPC®

Chartered Retirement Planning Counselor

Team Profile

David J. Ward and Daniel J. Ward, Senior Financial Advisors, CRPC®

  • Joined Lincoln Financial Securities Corporation – November 2004
  • Janney Montgomery Scott, LLC, 1998 – November, 2004.
  • Insurance and Annuity Coordinator for Pittsburgh Office 2001 – 2004
  • BS, Business Management and Marketing, Indiana University of Pennsylvania
  • Securities Licenses Series 7, 63, 66 and Chartered Retirement Planning Counselor Designation

Investment Philosophy

  • Pursue the return you need while taking the least amount of risk possible
  • Use proven methods for responsibly managing assets such as Asset Allocation and Style diversification
  • Use and open architecture of investment tools, not proprietary products that limit your alternatives
  • Operate from a realistic plan that includes a written Personal Investment Policy Statement, appropriate retirement or other type of plan, and a customized investment management plan
  • Use financial advisors whom you trust implicitly
  • Stay on top of your portfolio, evaluate it as compared to the plan, and keep all alternatives open
Phone 724-933-9000 *129
Fax 724-933-9001