Work History
Edward Jones
Edward JonesAugust 2010 to Current
About Terry
INSPIRATION
At age 14, my grandfather, alone, immigrated from Greece to the U.S. without money or education to realize his American dream. Through hard work and a disciplined savings and investing attitude, he achieved that dream. I'm humbled by his bravery and grateful for the life lessons he instilled in me. He taught me the discipline needed to build my own financial security. Were it not for these lessons, preserving my family's financial security through a personal crisis and the Great Recession of 2008 would not have been possible. Passing these experiences and discipline onto my clientele is my way of...
At age 14, my grandfather, alone, immigrated from Greece to the U.S. without money or education to realize his American dream. Through hard work and a disciplined savings and investing attitude, he achieved that dream. I'm humbled by his bravery and grateful for the life lessons he instilled in me. He taught me the discipline needed to build my own financial security. Were it not for these lessons, preserving my family's financial security through a personal crisis and the Great Recession of 2008 would not have been possible. Passing these experiences and discipline onto my clientele is my way of...
Focus Areas
- Wealth Strategies
- Estate & Legacy Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Sustainable investing
- Employee Stock Options
Work History
Edward Jones
Edward JonesAugust 2010 to Current
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™ChFC®
Chartered Financial Consultant®
Education
Ohio State Univ-Columbus
Ohio State Univ-ColumbusBachelor of Arts
Education
Ohio State Univ-Columbus
Ohio State Univ-ColumbusBachelor of Arts
Personal Interests
- Traveling
- Music
- Animal Rescue
- Hiking
- Volunteering
Team Members
Tami PrinceSr. Branch Office AdministratorFPQP®
Lennette LaRizaBranch Office Administrator
Send Me a Message
* Required fieldSend Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 09:00AM - 05:00PM |
| Mon | 09:00AM - 05:00PM |
| Tue | 09:00AM - 05:00PM |
| Tue | 09:00AM - 05:00PM |
| Wed | 09:00AM - 05:00PM |
| Wed | 09:00AM - 05:00PM |
| Thu | 09:00AM - 05:00PM |
| Thu | 09:00AM - 05:00PM |
| Fri | 09:00AM - 05:00PM |
| Fri | 09:00AM - 05:00PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 09:00AM - 05:00PM |
| Mon | 09:00AM - 05:00PM |
| Tue | 09:00AM - 05:00PM |
| Tue | 09:00AM - 05:00PM |
| Wed | 09:00AM - 05:00PM |
| Wed | 09:00AM - 05:00PM |
| Thu | 09:00AM - 05:00PM |
| Thu | 09:00AM - 05:00PM |
| Fri | 09:00AM - 05:00PM |
| Fri | 09:00AM - 05:00PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Additional Hours
- Evenings
- Web Conferencing
Additional Hours
- Evenings
- Web Conferencing
Location
AlbanyFor information about how Edward Jones uses and protects your data, visit our Privacy and Security page:
https://www.edwardjones.com/us-en/privacy
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