Broker Check
 
Terry Thompkins, CFP®, CLU®, ADPA®

Terry Thompkins, CFP®, CLU®, ADPA®

Practice Director & Wealth Advisor

For more than 2 decades, Terry has helped clients address their financial concerns and develop strategies by focusing on each individual's specific needs. With extensive experience throughout major shifts in the markets, he has dedicated his career to delivering personalized investment planning services to his clients.


Terry obtained the CERTIFIED FINANCIAL PLANNERTM and Accredited Domestic Partnership Advisor credential from the College for Financial Planning as well as Chartered Life Underwriter credentials from the American College. He graduated with a Bachelor of Fine Arts degree from the Southern Methodist University in 1993.