Terry Colen, CRPC®

Wealth Advisor

Bio

“Since childhood, I wanted to work for myself as a Wealth Manager. My education and extensive experience have allowed me the opportunity to not only achieve this goal but to truly succeed in this industry. I am passionate about what I do and focus on ‘Bringing Wall Street to Main Street’.” -Terry Colen

Terry, a gifted communicator and experienced advisor, started his financial services career in 1988. He is dedicated to helping clients work toward their financial goals and incorporates humor and a positive attitude to explain complicated issues. As an independent advisor, Terry is able to focus on his clients’ needs, not selling products.

Prior to joining Blackbridge Financial in 2015, Terry was recognized for excellence[1 ] as a leading performer in his field. Terry takes great pride in providing personalized service and financial education to his community, as well as helping his clients understand and navigate the world of retirement income planning and wealth management.

Originally from Palos Verdes Estates, California, Terry has been a Charlotte resident since 2001. He frequently travels the world with his wife, Elizabeth, and their children. Outside of work, he enjoys playing tennis, cycling, and snorkeling.

525 N. Tryon St., 16th Floor, Charlotte, NC 28202

Get to Know Terry

Kind Words from Terry's Client

This statement is a testimonial by a client of the financial professional as of 06/27/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

This statement is a testimonial by a client of the financial professional as of 06/27/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.