Terri Ward

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 Wealth 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.

Ready to start a conversation? We’re here to listen.

Conversation

Tell us about yourself at no cost or obligation.

  • An introduction to an advisor
  • A personal conversation
  • Your questions answered

Confirmation success!

Thank you for your submission.

By submitting this information, you hereby authorize and request that PFM contact you at the number submitted through any direct contact and any automated means, including but not limited to use of an auto-dialer, pre-recorded/artificial voicemail and SMS, and by email to discuss PFM’s products or services and you acknowledge that PFM will use your information as described in its Privacy Policy and Terms of Use. PFM may share your information with other subsidiaries of The Goldman Sachs Group, Inc. and they may also contact you directly through any of the same means listed above.

To withdraw your consent to receive calls or to change your contact preferences, please call us at 1 (800) 796-3315. To stop marketing emails, follow the opt-out instructions in the email received.