Address: 525 N. Tryon St., 16th Floor, Charlotte, NC 28202
“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, 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.
Languages: English, Spanish
2020 LPL Director’s Club — recognition as one of LPL Financial’s Top Financial Advisors out of the 16,000+ LPL advisors
2018, 2019 LPL Freedom Club[2 ]- recognition as one of LPL Financial’s Top Financial Advisors out of the 15,000+ LPL advisors
2018, 2019 5 Star Wealth Manager an award based on 10 objective criteria associated with providing quality services to clients
Published author in Pride Magazine and Credit Union Times
Communications, Public Speaking, Employee Benefits, Social Security
Medicare Retirement Planning, Comprehensive Financial Planning, Long Term Care Insurance
Engineers, Duke Energy Employees, Retirement-Aged Clients
California State University- Long Beach, 1985; Dual Major: Finance, Marketing
|Series 6||Investment Company/ Variable Contracts Products
|Held with LPL Financial|
|Series 7||General Securities Registered Representative||Held with LPL Financial|
|Series 63||Uniform Securities State Agent||Held with LPL Financial|
|Series 65||Uniform Combined State Agent||Held with Independent Advisor Alliance & LPL Financial|
|CRPC®||Chartered Retirement Planning Counselor||Conferred by College for Financial Planning|
|Securities Registration States:||AL, CA, FL, GA, HI, MD, NY, NC, OH, SC, TX, VA|
|Insurance Registration States:||FL, LA, NC, SC||life and long-term care insurance|
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
- The LPL Directors Club Achievement is based on top 30% of annual production among LPL Advisors only.
- The LPL Freedom Club Achievement is based on annual production among LPL Advisors only.
- 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.