Bruce Ward, CFP®
Senior Wealth Management Advisor
Bruce Ward is a seasoned professional in the financial services industry, boasting an impressive 19 years of expertise. Holding a Bachelor of Science in Business Administration with a major in Finance from Northern Arizona University, Bruce has continually elevated his skills and knowledge.
As a Certified Financial Planner (CFP®) with certification from Boston University, Bruce has honed his proficiency in providing comprehensive financial planning. His career journey includes pivotal roles at renowned institutions such as Goldman Sachs Personal Financial Management and United Capital, now part of Goldman Sachs.
In his current position at Meridian Wealth Management, LLC in Tucson, Bruce excels as a Sr. Wealth Advisor. Over the years, he has demonstrated a passion for tailoring investment solutions to precisely align with client needs and objectives.
Bruce’s earlier experiences include serving as a Financial Advisor at The Vanguard Group in Scottsdale, Arizona. A proud member of the Financial Planning Association (FPA), Bruce Ward is dedicated not only to professional excellence but also to the well-being of his clients.
Beyond the financial realm, Bruce finds joy on the golf course, reveling in the outdoors, and cherishing moments with his wife and children. His commitment to excellence and client-centric approach make him a valuable asset in the financial advisory landscape.
Lexington, KY: 859.543.4516
Tucson, AZ: 520.719.1433
The Villages, FL: 859.806.8368
Allen, TX: 214.644.2560
Upland, CA: 909.579.6470
Carmel, CA: 831.647.8445
Scottsdale, AZ: 602.562.8053
Mandeville, LA: 985.871.3656
Palm Beach Gardens, FL: 561.954.4767
Advisory services offered through Meridian Wealth Management, LLC, a Registered Investment Advisor. Top RIA Firm is awarded by Forbes.com (Awarded Oct 2024) Data Compliance by Shook Research LLC based on the time period from 3/31/23-3/31/24.
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