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. Recent trips include Paris, Rome, and Nassau. Outside of work, he enjoys playing tennis, cycling, and snorkeling.

Business Recognition:

2018, 2019 LPL Freedom Club[² ]- a recognition as one of LPL Financial’s Top Financial Advisors out of the 15,000+ LPL advisors

2018, 2019 5 Star Wealth Manager[^3] an award based on 10 objective criteria associated with providing quality services to clients

Published author in Pride Magazine and Credit Union Times

Experienced In:

Communications, Public Speaking, Employee Benefits, Social Security

Medicare Retirement Planning, Comprehensive Financial Planning, Long Term Care Insurance

Niche Market:

Engineers, Duke Energy Employees, Retirement-Aged Clients

Education:

California State University- Long Beach, 1985; Dual Major: Finance, Marketing

Footnotes

1. In 2013, Terry was recognized as a leading performer by CUNA Brokerage Services. This is “awarded to a limited number of financial advisors who demonstrate leadership and success within their credit union and peer groups”.
2. The LPL Freedom Club Achievement is based on annual production among LPL Advisors only.
3. Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2018-2019 Five Star Wealth Managers.