Vice President of Investments, Private Weath Manager
As a financial professional and an active member of his community, Terry is dedicated to helping individuals and businesses build their financial futures. To stay on top of his field and develop his professional skills, he regularly attends industry training and certification programs.
Academic achievements include a BBA from Southern Methodist University. Terry’s education, experience and professional affiliations have fostered his practical approach to offering financial services and advice to his clients.
Maintaining a strong sense of community and a solid professional foundation are very important to Terry. Terry enjoys travel, poker tournaments, and trips to Las Vegas.
Mobile Phone: 1-214-551-1600