Terri Ward Email & Phone Number
Managing Director and Wealth Advisor @ United Capital Financial Advisors, LLC
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Terri Ward Location
- Nashville, TN, US
Terri Ward Work
- 2016 -now Managing Director and Wealth Advisor @
- 2015 -2016 Managing Advisor @
- 2019 -2024 Vice President and Head of Office @
- 2013 -2015 Founder and Managing Principal @ Richland Advisory
- 2005 -2013 CERTIFIED FINANCIAL PLANNER™ @ TrustCore
- 1999 -2004 CERTIFIED FINANCIAL PLANNER™ @
Terri Ward Education
- Belmont University
Certificate in Financial Planning (Financial Planning and Services)
2002-2003 - Brentwood Academy
High School (4 Year Letterwinner in Softball, Basketball, Track & Cheerleading Student Leadership Team National Honor Society)
2002-2003 - Georgia Institute of Technology
Bachelor of Science (BS) (Division I Softball 4 Year Letterwinner All-ACC Athletic Team All-ACC Academic Team Fellowship of Christian Athelets Alpha Delta Pi Sorority)
1993-1997
Terri Ward Skills
- Investments
- Wealth Management
- Strategic Financial Planning
- Retirement Planning
- Equities
- Investment Advisory
- Securities
- Asset Management
- Mutual Funds
- Insurance
- Financial Analysis
- Estate Planning
- Financial Advisory
- Finance
- Financial Planning
- Portfolio Management
Terri Ward Summary
- Terri Ward, based in Nashville, TN, US, is currently a Managing Director and Wealth Advisor at United Capital Financial Advisors, LLC. Terri Ward brings experience from previous roles at United Capital Financial Advisors, LLC, Goldman Sachs, Richland Advisory and TrustCore. Terri Ward holds a 2002 - 2003 Certificate in Financial Planning in Financial Planning and Services @ Belmont University. With a robust skill set that includes Investments, Wealth Management, Strategic Financial Planning, Retirement Planning, Equities and more. Terri Ward has 2 emails on RocketReach.
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