Bo Ward, CFP®
Partner, Managing Director
Bo Ward is a Managing Director at Beacon Pointe Advisors and is responsible for client service and new client development. With over 30 years of experience in the financial services industry, Bo has extensive knowledge of investments and financial planning. Prior to joining Beacon Pointe, Bo co-founded Ironmark Advisors LLC in Plano, Texas, a boutique financial planning firm serving high net worth clients. Prior to that, Bo worked for American Express, enjoying an accomplished career as a Senior Financial Advisor, spending several years in key leadership roles. Bo holds the Certified Financial Planner™ (CFP®) certification and graduated from Texas A&M University. He serves on various charitable boards and committees. He and his wife are empty nesters now, and have two wonderful daughters. In his spare time, Bo is a part-time DJ, enjoys mountain biking, playing tennis, and volunteering for various causes.