Terri Ward, CFP®

Managing Director

Terri Bolden Ward assists clients with retirement planning, estate planning, investment management, alternative assets, and private placements at United Capital Financial Advisors.

Before joining what is now United Capital 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.

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

Tell us about yourself at no cost or obligation.

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

"*" indicates required fields

ZIP Code*
This field is for validation purposes and should be left unchanged.

By providing a telephone number and submitting this form you are consenting to be contacted by a phone call (primarily) and/or SMS text message. SMS text message & data rates may apply. Reply STOP to opt out of further SMS text messaging.