Charles Terry, Cfp®, Cap®

Charles Terry, Cfp®, Cap® Email and Phone Number

Founder and CEO @ Shepherd Wealth Partners
matthews, north carolina, united states
Charles Terry, Cfp®, Cap®'s Location
Charlotte, North Carolina, United States, United States
Charles Terry, Cfp®, Cap®'s Contact Details

Charles Terry, Cfp®, Cap® work email

Charles Terry, Cfp®, Cap® personal email

About Charles Terry, Cfp®, Cap®

Thank you for your Endorsements and Recommendations, but dueto Compliance regulations within my firm, I cannot accept them!

Charles Terry, Cfp®, Cap®'s Current Company Details
Shepherd Wealth Partners

Shepherd Wealth Partners

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Founder and CEO
matthews, north carolina, united states
Employees:
1
Charles Terry, Cfp®, Cap® Work Experience Details
  • Shepherd Wealth Partners
    Founder And Ceo
    Shepherd Wealth Partners Jun 2017 - Present
    Charlotte, North Carolina Area
    Shepherd 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.
  • Ronald Blue & Co.
    Private Wealth Advisor
    Ronald Blue & Co. Mar 2006 - Jun 2017
    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… 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
  • Young Life
    Area Director - York County
    Young Life Aug 2002 - Feb 2006
    Led 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

Retirement Planning Wealth Management Strategic Financial Planning Retirement Investments Estate Planning Asset Managment Investment Advisory Insurance Portfolio Management Asset Allocation Financial Planners Mutual Funds Financial Analysis Small Business Public Speaking Strategic Planning Financial Advisory Fundraising Certified Financial Planner

Charles Terry, Cfp®, Cap® Education Details

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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