Charles Terry, Cfp®, Cap® Email and Phone Number
Charles Terry, Cfp®, Cap® work email
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Charles Terry, Cfp®, Cap® personal email
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Thank you for your Endorsements and Recommendations, but dueto Compliance regulations within my firm, I cannot accept them!
Shepherd Wealth Partners
View- Website:
- shepherdwealthpartners.com
- Employees:
- 1
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Founder And CeoShepherd Wealth Partners Jun 2017 - PresentCharlotte, North Carolina AreaShepherd Wealth Partners guides clients to find greater freedom and peace by providing personal financial advisory services that better fit their beliefs and convictions.We offer counsel that equips clients to handle the technical, spiritual, emotional and relational challenges of wealth. -
Private Wealth AdvisorRonald Blue & Co. Mar 2006 - Jun 2017Founded in 1979, Ronald Blue & Co. is one of the largest independent fee-only wealth management firms in the United States with a network of 13 branch offices, serving clients through four distinct divisions. The firm provides comprehensive financial strategies based on biblical wisdom designed to enrich the lives of clients across the wealth spectrum in these key areas:• Financial, retirement, estate, and trust planning• Investment management and solutions• Family office… Show more Founded in 1979, Ronald Blue & Co. is one of the largest independent fee-only wealth management firms in the United States with a network of 13 branch offices, serving clients through four distinct divisions. The firm provides comprehensive financial strategies based on biblical wisdom designed to enrich the lives of clients across the wealth spectrum in these key areas:• Financial, retirement, estate, and trust planning• Investment management and solutions• Family office services• Philanthropic counsel and strategies• Business consulting• Institutional client serviceswww.ronblue.com Show less -
Area Director - York CountyYoung Life Aug 2002 - Feb 2006Led high school outreach ministry for four schools in the county. Trained and oversaw volunteers for ministry; raised annual operating budget; organized week-long and weekend trips for students and volunteers.
Charles Terry, Cfp®, Cap® Skills
Charles Terry, Cfp®, Cap® Education Details
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Mathematics
Frequently Asked Questions about Charles Terry, Cfp®, Cap®
What company does Charles Terry, Cfp®, Cap® work for?
Charles Terry, Cfp®, Cap® works for Shepherd Wealth Partners
What is Charles Terry, Cfp®, Cap®'s role at the current company?
Charles Terry, Cfp®, Cap®'s current role is Founder and CEO.
What is Charles Terry, Cfp®, Cap®'s email address?
Charles Terry, Cfp®, Cap®'s email address is ch****@****lue.com
What schools did Charles Terry, Cfp®, Cap® attend?
Charles Terry, Cfp®, Cap® attended University Of North Carolina At Chapel Hill.
What skills is Charles Terry, Cfp®, Cap® known for?
Charles Terry, Cfp®, Cap® has skills like Retirement Planning, Wealth Management, Strategic Financial Planning, Retirement, Investments, Estate Planning, Asset Managment, Investment Advisory, Insurance, Portfolio Management, Asset Allocation, Financial Planners.
Who are Charles Terry, Cfp®, Cap®'s colleagues?
Charles Terry, Cfp®, Cap®'s colleagues are Cambell Conard.
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