Daniel and David Ward, CRPC®
Senior Financial Advisors
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 a SmartVestor Pro, David is part of the SmartVestor program 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 (held through LPL Financial) 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.
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CRPC conferred by College for Financial Planning.