portrait of Terry M Castleberry

About Terry

In 1996, I began my Edward Jones career and have served as a financial advisor since 2000. I became a limited partner with the firm that year as well. I am passionate about helping others achieve their financial goals.

One highlight of my career came in 2018, when I received the Ted Jones Spirit of Caring Award. My colleagues chose me for this award, which recognizes financial advisors who exemplify the values, culture and spirit of giving championed at Edward Jones.

I've served in many volunteer positions with Edward Jones, including regional client solutions leader, level leader and mentor. In...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • College Savings
  • Intergenerational Planning

Work History

  • Edward JonesAugust 1996 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Ouachita Baptist UniversityBachelors

Team Members

  • Donna McConnell
    Sr. Branch Office Administrator
    FPQP®
  • Sterling Castleberry
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

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