David Ward is a senior partner and senior private wealth advisor for the Private Wealth division of Ronald Blue Trust and serves his clients out of the national office in Atlanta, Georgia.
As an experienced wealth advisor to individuals, families, and businesses, David uses his objective perspective to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. His goal is to help those he serves focus on the things that matter most to them. David and his team integrate financial planning, investment management, and trust services into financial plans tailored to his clients’ needs.
Prior to his current role, David served as managing director of the Atlanta office of Ronald Blue Trust for over a decade. Before joining Ronald Blue Trust in 1994, David was in senior financial management in the telecommunication industry with MCI, GTE, Conte Cellular, and McCaw Communications. As director of financial planning, director of finance, and controller he was responsible for strategic planning, acquisitions and mergers, and financial reporting for senior management of various publicly traded companies. He also gained in-depth knowledge of personal and corporate income taxes during his five years with a regional CPA firm.
Involved in his community, David is chairman of the board for the Atlanta Fellowship of Christian Athletes, and is on the board for R.E.A.P. International, Inc. David is an avid outdoorsman, a fly fisherman of over 50 years, and a tournament racquetball player.
David earned his BS in accounting from the University of Tennessee in Knoxville. He and his wife, Karen, have three children and reside in Alpharetta, Georgia.
"We first called Ronald Blue Trust to determine how soon I could retire. Our Ronald Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful."
Jim & Norma W.Lake Elsinore, CA
"I've been involved with financial planners for well over 40 years. There's very few of them that do it like Ronald Blue Trust. Very few concentrate on giving as part of the overall plan."
Terry Parker, Cofounder of National Christian FoundationFeatured in Faces of Generosity
"Working with our Ronald Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview."
President & CEO of a large privately owned companyDagsboro, DE
https://www.ronblue.com/wp-content/uploads/2022/04/AdobeStock_225478883-scaled.jpeg17072560Perry Danielshttps://www.ronblue.com/wp-content/uploads/2021/04/RonaldBlueTrust-Logo.pngPerry Daniels2022-06-29 08:45:542022-06-10 11:42:49Enhancing Business Value
https://www.ronblue.com/wp-content/uploads/2022/04/wisdom-for-business-logo.jpg975975Perry Danielshttps://www.ronblue.com/wp-content/uploads/2021/04/RonaldBlueTrust-Logo.pngPerry Daniels2022-06-28 08:45:442022-06-08 12:50:12Q & A With the Business Team
Trust and investment management accounts and services offered by Ronald Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. *The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
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