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Bo Ward

Partner, Managing Director

Beacon Pointe Advisors

United States, Texas, Plano

About Me

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

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Profile Information

Partner, Managing Director

Beacon Pointe Advisors

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Plano

Texas

United States

Aug 26, 2025

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