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.

(520) 719-1433 | EMAIL BRUCE | TUCSON, AZ