Bruce Ward, CFP®

Senior Wealth Management Advisor

“The stock market is a giant distraction to the business of investing”
— John C. Bogle

As a proud Arizona native from the White Mountains, I have a deep love for the outdoors. When I’m not on the basketball court, you’ll likely find me golfing, fishing, hiking, or simply spending quality time with my wife and kids. My wife and I have been happily married for 15 years, and our time together has been the foundation of so many wonderful memories. Whether we’re traveling, enjoying a great meal, or sharing laughs at home, those moments mean the most to me.

Family is at the heart of everything I do. I’m a proud father of two incredible daughters and a wonderful son, each of whom inspires me in different ways. Watching them grow and become remarkable individuals is one of my greatest privileges. My passion for coaching basketball has given me the chance to mentor not just my own children but also others, helping them develop skills, confidence, and an understanding of hard work.

That same dedication drives my work. I’m committed to always putting my clients’ best interests first, providing clear, personalized financial advice that empowers individuals and families to make confident decisions. I take a hands-on approach, designing investment strategies tailored to each person’s unique goals. Over the years, I’ve had the privilege of working with top firms like Goldman Sachs and Vanguard. However, I’m most proud of the work my team and I are doing at The Strategic Wealth Group at Meridian Wealth Management, LLC in Tucson, where we’re dedicated to supporting our local community and helping families build a secure financial future.

Building lasting relationships with my clients is something I take great pride in. My goal is to help them make informed decisions so they can enjoy a secure and fulfilling financial future, allowing them to focus on what truly matters in life.

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Bruce Ward, CFP®

Education

Boston University | Certificate in Financial Planning (2008)
Northern Arizona University | BS in Business Administration (2005)

Accreditations, Awards, & Accolades

  • Certified Financial Planner™  (CFP®)
    • CFP Board | 2016
  • 40 Under 40 Award, Tucson Hispanic Chamber 2022
  • Vanguard Launch to Leadership Graduate, 2012

Hobbies & Interests

Blog Posts

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