Charles Terry
Founder and CEO
- Role
- Founder and CEO at Shepherd Wealth Partners
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Charles Terry
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Experience
Founder and CEO
Jun 2017 — Present · Charlotte, NC, US
Shepherd Wealth Partners guides clients to find greater freedom and peace by providing personal financial advisory services that better fit their beliefs and convictions.We offer counsel that equips clients to handle the technical, spiritual, emotional and relational challenges of wealth.
Education
The University of North Carolina at Chapel Hill
BA, Mathematics
1996 — 2000
Skills
- Financial Analysis
- Mutual Funds
- Retirement Planning
- Asset Managment
- Estate Planning
- Financial Planners
- Investments
- Investment Advisory
- Financial Advisory
- Strategic Financial Planning
- Asset Allocation
- Strategic Planning
- Retirement
- Wealth Management
- Public Speaking
- Fundraising
- Insurance
- Portfolio Management
- Certified Financial Planner
- Small Business
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