Terri Bolden Ward, CFP®MANAGING ADVISER
Terri Bolden Ward is a CERTIFIED FINANCIAL PLANNER™ practitioner and brings over 20 years’ experience as the leader of United Capital's office in Nashville, Tennessee. Specializing in behavioral finance, Terri works with both individual and institutional clients in the areas of retirement planning, estate planning, tax planning, investment management, alternative assets and private placements. Before joining United Capital, Terri established her own advisory firm based on the principle that all clients deserve an adviser who adheres to the fiduciary standard, providing unbiased, objective advice in every area of their financial life. It was based on this shared fundamental premise of putting client needs above all else that Terri chose to partner with United Capital in 2015.
Terri was born and raised in Nashville, Tennessee, and attended Brentwood Academy before accepting an athletic scholarship to Georgia Tech. Terri went on to graduate with Honors, earning a Bachelor of Science in Management with certificates in Finance and Economics. She was also a four-year letter winner who was named to the ACC All-Athletic and All-Academic teams as well as an active member of Alpha Delta Pi Sorority. Shortly after graduation, Terri followed her passion for helping others and started her career in financial services in 1997. Terri is a former board member of the National Association of Women Business Owners, Brentwood Academy Alumni Council, and a member of the Financial Planning Association where she has educated other advisers on the CFP® Board’s Code of Ethics. 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 does not provide tax or legal advice. Investors should consult their tax and legal professional with questions about their particular circumstances. No United Capital advisers are attorneys. Estate planning can involve a complex web of tax rules and regulations. You should consider the counsel of an experienced legal professional before implementing any strategy.