AeroLeads people directory · profile
Jeff Terhune, Financial Advisor, Cfp® Email & Phone Number
Philanthropy Consultant
at
Grace Philanthropy Services
1 work email found
@rwbaird.com
1 phone found area 216
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Philanthropy Consultant
Location
Lexington, Kentucky, United States
Who is Jeff Terhune, Financial Advisor, Cfp®? Overview
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Quick answer
Jeff Terhune, Financial Advisor, Cfp® is listed as Philanthropy Consultant at Grace Philanthropy Services, based in Lexington, Kentucky, United States. AeroLeads shows a work email signal at rwbaird.com, phone signal with area code 216, and a matched LinkedIn profile for Jeff Terhune, Financial Advisor, Cfp®.
Jeff Terhune, Financial Advisor, Cfp® previously worked as Financial Advisor at Robert W. Baird Co. Incorporated and Wealth Advisor at Hilliard Lyons. Jeff Terhune, Financial Advisor, Cfp® holds Ma, Leader Development from United States Military Academy At West Point.
Company email context
Email format at Grace Philanthropy Services
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*@rwbaird.com
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AeroLeads found 1 current-domain work email signal for Jeff Terhune, Financial Advisor, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Jeff Terhune, Financial Advisor, Cfp®
As a Financial Advisor with Baird's McIntosh-Terhune Group, I work with you to help make your wealth a blessing, not a burden. I am committed to understanding your financial situation almost as well as you do. Using our creative and professional resources, we guide development of a financial plan that will help you pursue your financial goals. Specialties: Retirement Planning, Portfolio Management, Small Business Retirement Planning. I invite you to visit our website: https://mcintoshgroup.bairdwealth.com/ Or give me a call at (859) 514-6444
Listed skills include Wealth Management, Retirement Planning, Small Business Retirement Planning, Estate Planning, and 8 others.
Current workplace
Jeff Terhune, Financial Advisor, Cfp®'s current company
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5 roles
Jeff Terhune, Financial Advisor, Cfp® work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Current
Robert W. Baird Co. Incorporated
Oct 2019 - Present
Wealth Advisor
Hilliard Lyons
My professions as a senior Army officer and Fortune 500 business executive have always focused on developing and executing plans that deliver people to a desired end. A successful retirement is no accident. I will employ the appropriate suite of tools, processes and regular assessments to help you establish and move toward your goals.Securities and.
Dec 2016 - Sep 2019
Program Director
Identified, proposed and built teams that delivered solutions to multiple complex and challenging issues in support of US national security around the world. Managed hundreds of Lockheed Martin employees and over 4000 employees from more than 50 partner companies to answer these critical needs. Delivered leading edge technology that significantly enhanced.
Aug 2008 - Jun 2015
Us Army Infantry Colonel
Leader of organizations from dozens to multiple thousands of warfighters and civilians. Successfully developed and executed plans to move individuals and organizations from their current state to a preferred end with available resources and time while managing multimillion dollar budgets. Led the team that developed that plan that reorganized how the Army.
May 1982 - Aug 2008
2 education records
Jeff Terhune, Financial Advisor, Cfp® education
Ma, Leader Development
United States Military Academy At West Point
Bs, Engineering
United States Military Academy At West Point
FAQ
Frequently asked questions about Jeff Terhune, Financial Advisor, Cfp®
Quick answers generated from the profile data available on this page.
What company does Jeff Terhune, Financial Advisor, Cfp® work for?
Jeff Terhune, Financial Advisor, Cfp® works for Grace Philanthropy Services.
What is Jeff Terhune, Financial Advisor, Cfp®'s role at Grace Philanthropy Services?
Jeff Terhune, Financial Advisor, Cfp® is listed as Philanthropy Consultant at Grace Philanthropy Services.
What is Jeff Terhune, Financial Advisor, Cfp®'s email address?
AeroLeads has found 1 work email signal at @rwbaird.com for Jeff Terhune, Financial Advisor, Cfp® at Grace Philanthropy Services.
What is Jeff Terhune, Financial Advisor, Cfp®'s phone number?
AeroLeads has found 1 phone signal(s) with area code 216 for Jeff Terhune, Financial Advisor, Cfp® at Grace Philanthropy Services.
Where is Jeff Terhune, Financial Advisor, Cfp® based?
Jeff Terhune, Financial Advisor, Cfp® is based in Lexington, Kentucky, United States while working with Grace Philanthropy Services.
What companies has Jeff Terhune, Financial Advisor, Cfp® worked for?
Jeff Terhune, Financial Advisor, Cfp® has worked for Grace Philanthropy Services, Robert W. Baird Co. Incorporated, Hilliard Lyons, Lockheed Martin, and Us Army.
How can I contact Jeff Terhune, Financial Advisor, Cfp®?
You can use AeroLeads to view verified contact signals for Jeff Terhune, Financial Advisor, Cfp® at Grace Philanthropy Services, including work email, phone, and LinkedIn data when available.
What schools did Jeff Terhune, Financial Advisor, Cfp® attend?
Jeff Terhune, Financial Advisor, Cfp® holds Ma, Leader Development from United States Military Academy At West Point.
What skills is Jeff Terhune, Financial Advisor, Cfp® known for?
Jeff Terhune, Financial Advisor, Cfp® is listed with skills including Wealth Management, Retirement Planning, Small Business Retirement Planning, Estate Planning, Life Insurance, Financial Services, Investment Advice, and Asset Allocation.
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