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
Bo Ward
Partner, Managing Director
Beacon Pointe Advisors
United States, Texas, Plano
About Me
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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