Jeff Terhune, Financial Advisor, Cfp®

Jeff Terhune, Financial Advisor, Cfp® Email and Phone Number

Philanthropy Consultant @ Grace Philanthropy Services
Lexington, KY, US
Jeff Terhune, Financial Advisor, Cfp®'s Location
Lexington, Kentucky, United States, United States
Jeff Terhune, Financial Advisor, Cfp®'s Contact Details

Jeff Terhune, Financial Advisor, Cfp® work email

Jeff Terhune, Financial Advisor, Cfp® personal email

n/a

Jeff Terhune, Financial Advisor, Cfp® phone numbers

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

Jeff Terhune, Financial Advisor, Cfp®'s Current Company Details
Grace Philanthropy Services

Grace Philanthropy Services

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Philanthropy Consultant
Lexington, KY, US
Jeff Terhune, Financial Advisor, Cfp® Work Experience Details
  • Grace Philanthropy Services
    Philanthropy Consultant
    Grace Philanthropy Services
    Lexington, Ky, Us
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  • Robert W. Baird Co. Incorporated
    Financial Advisor
    Robert W. Baird Co. Incorporated Oct 2019 - Present
  • Hilliard Lyons
    Wealth Advisor
    Hilliard Lyons Dec 2016 - Sep 2019
    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 Investment advisory services are offered by J.J.B. Hilliard, W.L. Lyons, LLC (Hilliard Lyons, A Baird Company), a Registered Broker Dealer and Investment Advisor, Member NYSE/FINRA/SIPC. Trust Services are offered through our affiliate, Hilliard Lyons Trust Company, LLC. Please visit my Hilliard Lyons website or Hilliard.com for states I am registered in. For additional disclosures, please visit disclosures.hilliard.com.
  • Lockheed Martin
    Program Director
    Lockheed Martin Aug 2008 - Jun 2015
    Bethesda, Md, Us
    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 Warfighter capability and mission success.
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  • Us Army
    Us Army Infantry Colonel
    Us Army May 1982 - Aug 2008
    Arlington, Virginia, Us
    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 generated forces to meet all National Security Requirements with limited available forces (2004/5). Led the team that successfully reconstituted, trained and mentored the Iraq Army Headquarters (2006/7).
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Jeff Terhune, Financial Advisor, Cfp® Skills

Wealth Management Retirement Planning Small Business Retirement Planning Estate Planning Life Insurance Financial Services Investment Advice Asset Allocation Pension Funds Risk Management Personal Financial Planning Leadership

Jeff Terhune, Financial Advisor, Cfp® Education Details

  • United States Military Academy At West Point
    United States Military Academy At West Point
    Leader Development
  • United States Military Academy At West Point
    United States Military Academy At West Point
    Engineering

Frequently Asked Questions about Jeff Terhune, Financial Advisor, Cfp®

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 the current company?

Jeff Terhune, Financial Advisor, Cfp®'s current role is Philanthropy Consultant.

What is Jeff Terhune, Financial Advisor, Cfp®'s email address?

Jeff Terhune, Financial Advisor, Cfp®'s email address is aj****@****ird.com

What is Jeff Terhune, Financial Advisor, Cfp®'s direct phone number?

Jeff Terhune, Financial Advisor, Cfp®'s direct phone number is (216) 881*****

What schools did Jeff Terhune, Financial Advisor, Cfp® attend?

Jeff Terhune, Financial Advisor, Cfp® attended United States Military Academy At West Point, United States Military Academy At West Point.

What skills is Jeff Terhune, Financial Advisor, Cfp® known for?

Jeff Terhune, Financial Advisor, Cfp® has skills like Wealth Management, Retirement Planning, Small Business Retirement Planning, Estate Planning, Life Insurance, Financial Services, Investment Advice, Asset Allocation, Pension Funds, Risk Management, Personal Financial Planning, Leadership.

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