Terri Bolden Ward, CFP®Vice President, Head Of Office, Brentwood – Ward
Terri Bolden Ward, Brentwood – Ward, assists clients with retirement planning, estate planning, investment management, alternative assets, and private placements in the Nashville office of Goldman Sachs Personal Financial Management, within the Consumer and Investment Management Division of Goldman Sachs.
Before joining what is now Goldman Sachs Personal Financial Management in 2015, Terri established her own advisory firm based on principles of fiduciary, unbiased advice in every aspect of a client’s financial life.
Terri earned a Bachelor of Science in Management with Certificates in Finance and Economics at Georgia Tech. She holds a CERTIFIED FINANCIAL PLANNER™ designation.
Terri and her husband have two children and reside in Brentwood, Tennessee. In her free time, Terri enjoys traveling with her family, playing tennis, reading and attending her children’s various performances and events.
United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“GS PFM”) is a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC and subsidiary of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization. GS PFM does not provide legal, tax, or accounting advice. Clients should obtain their own independent legal, tax, or accounting advice based on their particular circumstances.