Daniel and David Ward began their careers in the financial planning industry working with Janney Montgomery Scott in 1997 and joined BCR Financial in 2004. As SmartVestor Pros, Daniel and David are recommended by Dave Ramsey and the Ramsey Solutions organization to help clients with retirement, college savings and other investments.* They believe everyone deserves access to solid, professional investing guidance. They both hold the Chartered Retirement Planning Counselor Designation, along with their Series 7, 63 ,65 and insurance licenses.
The Wards received a Bachelor’s degree in Management and Marketing, with a minor in Economics from Indiana University of Pennsylvania. In their free time, they enjoy golfing with their kids, bowling, car detailing and traveling.
*The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey or SmartVestor are affiliates of BCR Financial or Lincoln Financial Securities.
Daniel & David Ward have contracted with Dave Ramsey as a Smart Vestor Pro. Dave Ramsey's Smart Vestor Pro is for investment services only. Dave Ramsey's endorsement does not extend to the financial planning or investment advisory services offered through Lincoln Financial Securities. Smart Vestor Pros pay a fee to be included in this network.