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Bruce Ward, CFP®


With 12 years of experience in the financial industry, Bruce Ward, a CERTIFIED FINANCIAL PLANNER professional (CFP®), has extensive knowledge of investments, tax related issues, and retirement planning. Bruce’s journey from Fixed Income Trader to Financial Adviser to Senior Wealth Manager has provided him with a broad base of experience and allowed him to work closely with a diverse group of high net-worth individuals, families and corporations. He is passionate about tailoring investment solutions to match client needs and objectives.

Having graduated from Northern Arizona University with a Bachelor of Science in Business Administration and a major in Finance, Bruce is a native Arizonan. Prior to joining United Capital, Bruce was a Financial Advisor for The Vanguard Group in Scottsdale, Arizona. His CFP® certification was earned from Boston University. Bruce is a member of the Financial Planning Association (FPA) and is currently pursuing his right to use the Chartered Financial Analyst (CFA) designation.

Outside of the office, Bruce can be found on the golf course, enjoying the outdoors or spending time with his wife and daughter.