Bryce Coward, CFA, CFP®
Wealth Management Advisor, Director of Investments
Bryce Coward joined Meridian Wealth Management in 2024, bringing 17 years of finance and investment experience to the firm. Bryce provides comprehensive investment and financial planning advice to families, individuals, and non-profit organizations as well as advises on corporate retirement plans.
Prior to joining Meridian, Bryce worked as a Senior Wealth Manager for a large independent RIA, building tailored investment solutions for his clientele across the country. Bryce also spent nearly 13 years at a boutique investment firm managing mutual funds, ETFs and separate accounts for institutions and high-net-worth individuals, overseeing nearly $1bn in assets under management as Deputy Chief Investment Officer. Through this diversified experience, Bryce is able to provide customized solutions for his clients to help clients achieve their goals including income, growth, diversification, downside protection, or a combination thereof.
Bryce holds the Chartered Financial Analyst Designation (CFA), is a Certified Financial Planner (CFP), and has an Undergraduate Degree in Business and a Masters Degree in Business Administration, both from the University of Denver.
Bryce enjoys spending time with his wife and two small children, hiking the mountains near his hometown of Boulder, CO, playing competitive tennis, and enjoying live music.
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: 520.719.1433
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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