Bruce D. Ward, Cfp®
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Bruce D. Ward, Cfp® Email & Phone Number

Senior Wealth Management Advisor at The Strategic Wealth Group at Meridian Wealth Management
Location: Tucson, Arizona, United States 7 work roles 2 schools
7 phones found area 520, 602, and 623 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 86%

Contact Signals · 7 phones

Direct phone (520) ***-****
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Current company
The Strategic Wealth Group at Meridian Wealth Management
Role
Senior Wealth Management Advisor
Location
Tucson, Arizona, United States
Company size
30 employees

Who is Bruce D. Ward, Cfp®? Overview

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Quick answer

Bruce D. Ward, Cfp® is listed as Senior Wealth Management Advisor at The Strategic Wealth Group at Meridian Wealth Management, a company with 30 employees, based in Tucson, Arizona, United States. AeroLeads shows phone signal with area code 520, 602, 623 and a matched LinkedIn profile for Bruce D. Ward, Cfp®.

Bruce D. Ward, Cfp® previously worked as Senior Wealth Management Advisor at Meridian Wealth Management, Llc and Founding Partner at Desert Sky Wealth Partners. Bruce D. Ward, Cfp® holds Certificate In Financial Planning, Financial Planning And Services from Boston University.

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The Strategic Wealth Group at Meridian Wealth Management

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Profile bio

About Bruce D. Ward, Cfp®

Money isn’t just financial – it’s emotional. It’s not simply monthly statements, spreadsheets and stock tickers, it’s about the myriad choices we make every day, both big and small. My process and mission is very simple – to help you get control over your entire financial life by improving the choices you make.Along the way, through a series of frank and illuminating conversations, we deliver things few other investment advisers provide truth, understanding and discipline.

Current workplace

Bruce D. Ward, Cfp®'s current company

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The Strategic Wealth Group at Meridian Wealth Management
The Strategic Wealth Group At Meridian Wealth Management
Senior Wealth Management Advisor
Tucson, AZ, US
Website
meridianwealthllc.com
Employees
30
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7 roles

Bruce D. Ward, Cfp® work experience

A career timeline built from the work history available for this profile.

Senior Wealth Management Advisor

The Strategic Wealth Group At Meridian Wealth Management

Tucson, AZ, US

Founding Partner

Current
Desert Sky Wealth Partners

Tucson, Arizona, United States

Sep 2023 - Present

Vice President | Senior Wealth Manager

Goldman Sachs

Tucson, Arizona Area

“Investment Advisory services offered by United Capital Advisor, LLC a Goldman Sachs Company”As Vice President of Tucson, my focus is to service larger and complex clients on investment opportunities, in alignment with the client’s needs, goals and tolerance for risk. I work directly with clients to help provide enduring control over their finances with.

Mar 2017 - Sep 2023

Financial Advisor

Vanguard

Scottsdale, Arizona

I served as a financial planner for high net worth families and individuals at Vanguard. I built relationships to understand my clients financial needs and developed customized financial plans to help my clients reach financial success. Areas of expertise: Risk Management, Investment Management, Tax Planning, Retirement Planning, Estate Planning.

Oct 2016 - Mar 2017

Manager, Brokerage/Retail

Vanguard

Scottsdale, Arizona

Executed on an innovation strategy based on the lean methodology and minimum viable product concepts to test and then inform the department on key strategic changes that should be implemented on a broader scale.led a team of Investment Professionals to help our clients achieve financial success through proactive needs based dialogue.Coached and developed.

Jul 2011 - Oct 2016

Fixed Income Trader/Registered Representative

Vanguard

Scottsdale, Arizona

Provided best execution for my clients on a variety of fixed income products accurately in a high-risk and high net worth environment, while exceeding departmental goals.Demonstrated my ability to multi-task using a variety of different systems, while maintaining detailed records of transactions.Interacted and communicated with various market makers to.

Jan 2006 - Jul 2011
Team & coworkers

Colleagues at The Strategic Wealth Group at Meridian Wealth Management

Other employees you can reach at meridianwealthllc.com. View company contacts for 30 employees →

JT Jacob Tamme Jacob Tamme Colleague at The Strategic Wealth Group At Meridian Wealth ManagementDanville, Kentucky, United States, United States View → JP Jessica Pacheco Jessica Pacheco Colleague at The Strategic Wealth Group At Meridian Wealth ManagementGreater Tucson Area, United States View → MS Mason Stockham Mason Stockham Colleague at The Strategic Wealth Group At Meridian Wealth ManagementLexington, Kentucky, United States, United States View → CH Carmen Hodnett Carmen Hodnett Colleague at The Strategic Wealth Group At Meridian Wealth ManagementKissimmee, Florida, United States, United States View → MM Manita Moran Manita Moran Colleague at The Strategic Wealth Group At Meridian Wealth ManagementDallas-Fort Worth Metroplex, United States View → LM Laurie Metz Laurie Metz Colleague at The Strategic Wealth Group At Meridian Wealth ManagementTucson, Arizona, United States, United States View → SK Shahmeen Khan Shahmeen Khan Colleague at The Strategic Wealth Group At Meridian Wealth ManagementDallas-Fort Worth Metroplex, United States View → JS Justin Sautter Justin Sautter Colleague at The Strategic Wealth Group At Meridian Wealth ManagementHobe Sound, Florida, United States, United States View → KT Karen Twardos Karen Twardos Colleague at The Strategic Wealth Group At Meridian Wealth ManagementParadise Valley, Arizona, United States, United States View → EY Emma Yarber Emma Yarber Colleague at The Strategic Wealth Group At Meridian Wealth ManagementLexington, Kentucky, United States, United States View →
2 education records

Bruce D. Ward, Cfp® education

Certificate In Financial Planning, Financial Planning And Services

Boston University

Intro to Financial Planning Risk Management Investments Tax Planning Retirement Planning and Employee Benefits Estate Planning

Bachelors Of Science In Business Administration, Finance

Northern Arizona University

Activities and Societies: Student Managed Investment Fund (SMIF)

FAQ

Frequently asked questions about Bruce D. Ward, Cfp®

Quick answers generated from the profile data available on this page.

What company does Bruce D. Ward, Cfp® work for?

Bruce D. Ward, Cfp® works for The Strategic Wealth Group at Meridian Wealth Management.

What is Bruce D. Ward, Cfp®'s role at The Strategic Wealth Group at Meridian Wealth Management?

Bruce D. Ward, Cfp® is listed as Senior Wealth Management Advisor at The Strategic Wealth Group at Meridian Wealth Management.

What is Bruce D. Ward, Cfp®'s phone number?

AeroLeads has found 7 phone signal(s) with area code 520, 602, 623 for Bruce D. Ward, Cfp® at The Strategic Wealth Group at Meridian Wealth Management.

Where is Bruce D. Ward, Cfp® based?

Bruce D. Ward, Cfp® is based in Tucson, Arizona, United States while working with The Strategic Wealth Group at Meridian Wealth Management.

What companies has Bruce D. Ward, Cfp® worked for?

Bruce D. Ward, Cfp® has worked for The Strategic Wealth Group At Meridian Wealth Management, Meridian Wealth Management, Llc, Desert Sky Wealth Partners, Goldman Sachs, and Vanguard.

Who are Bruce D. Ward, Cfp®'s colleagues at The Strategic Wealth Group at Meridian Wealth Management?

Bruce D. Ward, Cfp®'s colleagues at The Strategic Wealth Group at Meridian Wealth Management include Jacob Tamme, Jessica Pacheco, Mason Stockham, Carmen Hodnett, and Manita Moran.

How can I contact Bruce D. Ward, Cfp®?

You can use AeroLeads to view verified contact signals for Bruce D. Ward, Cfp® at The Strategic Wealth Group at Meridian Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Bruce D. Ward, Cfp® attend?

Bruce D. Ward, Cfp® holds Certificate In Financial Planning, Financial Planning And Services from Boston University.

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