Terri
Ward

Goldman Sachs Personal Financial Management

CRD#2963015
Investment Advisor
in Brentwood, TN

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About this Advisor

Terri Ward is a certified financial planner operating in Brentwood, Tennessee who has 8 years of industry experience. Ward currently works for Goldman Sachs Personal Financial Management. Over the course of their career, they have held roles at Trustcore Financial Services, Inc, United Capital Financial Advisers, LLC, Trustcore Investments, Inc and Richland Advisory, LLC. Ward maintains a Series 63 license, which qualifies them as a securities representative, and is approved to advise clients in Tennessee. Goldman Sachs Personal Financial Management is a registered investment company based out of Newport Beach, CA. The investment advisory business has offices in 87 locations and a total of 727 people on staff. It controls $13 billion in assets across its 82,991 accounts, making it one of the largest firms in the United States by assets under management. The firm provides financial advice to 153 charitable organizations. Of its 82,991 client accounts, 17% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Goldman Sachs Personal Financial Management has a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Financial advisory fee schedules largely vary depending on which services the firm provides the client. However, fees charged by Goldman Sachs Personal Financial Management can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

8 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees, Fixed Fees

Office Location

5141 Virginia Way Suite 470
Brentwood, TN 37027

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Goldman Sachs Personal Financial Management Brokerage Details

Total Assets Under Management

$13,178,742,322

TN Average: $7,578,581,321
Total Number of Employees

727

TN Average: 43
Total Number of Accounts

82,991

TN Average: 3,727
Average Account Size

$158,797

TN Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Terri Ward Work History

Terri has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

United Capital Financial Advisers, LLC

2013 - 2015 (2 years)

Richland Advisory, LLC

2005 - 2013 (8 years)

Trustcore Financial Services, Inc

2005 - 2013 (8 years)

Trustcore Investments, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Terri Ward to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Goldman Sachs Personal Financial Management

Connor Mclean
Carnegie, PA
Christine Matthew
Los Angeles, CA
Wilmer Fernandez Dominguez
Fort Lauderdale, FL
Timothy Mcbride
Cohoes, NY
Maureen Kerr
New York, NY
Robert Northcutt
Irving, TX
Damah Rankin
Irving, TX
Kassi Hyde
Peachtree Corners, GA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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