Terri Bolden Ward
Telephone: (615) 369-1417 Fax: (615) 850-8084 | E-Mail Address: click here
Licenses & Certifications:
CERTIFIED FINANCIAL PLANNER™ practitioner, CFP®
Licensed Insurance Agent
Registered Securities Representative
of TrustCore Investments, Inc.
Terri joined TrustCore in 2005 after establishing her career as a successful financial planner in 1997 with another financial services firm in the area. Her integrated approach to planning is to consider everything the client wants to accomplish today while helping them remain focused on the future they want to create.
Terri`s role as an advisor is to listen to her client’s needs, to personally analyze their unique situation, and to offer planning solutions that not only incorporate what the client knows they want, but also what they may not realize they need.
Her clients fall into one or more of these categories:
They are successful professionals or business owners who lack the time, expertise or desire to manage their financial situation with the same dedication and energy they devote to their work or business.
They may already have advisors, but there is a need to pull everything together into a coordinated financial plan, making sure all objectives are met.
In some cases, a person’s situation has grown more complex and has reached the limits of what they can reasonably handle, given their time and knowledge. Typically, they are seeking guidance due to a crossroad in life: a change in jobs, or an impending retirement or inheritance.
Terri was born and raised in Nashville and graduated from Brentwood Academy. She graduated with honors from Georgia Tech, earning a Bachelor of Science Degree in Management with certificates in finance and economics. She completed Belmont’s CERTIFIED FINANCIAL PLANNER™ program and became a CFP® practitioner in 2003. She is a former board member of the National Association of Women Business Owners and a member of the Financial Planning Association and the Estate Planning Council.