Terance D. Carr

About Terance D. Carr

As an advisor, I partner with business executives, business managers, career changers, young investors, and retirees using a proven process to help each obtain their financial goals/needs. To get a better understanding of each individual\'s underlying goal or need, I use an established 5-step process to create tailored strategies with efficient and effective solutions, thus moving us forward as we progress towards your goals, and ultimately WHAT IS IMPORTANT TO YOU. As we partner, I will ensure you are understood, informed, and ALWAYS involved. We will remain informed on shifting economic and market dynamics. I focus on the consolidation of old employer retirement plans (401K, 403B 457, SEP IRA, or SIMPLE IRA), and/or the start of a new or the review an existing retirement plan for an organization or business. Together we will develop a cash flow strategy and use it to the fullest, while fostering not only a business relationship, but a personal relationship as well. Want to have a conversation? Contact me today at 66••••••70 or t••••••••@edwardjones.com Learn more about me at

Experience

1. Financial Advisor

   Edward Jones

   Jun 2020 — Present · Pontotoc, MS

Education

• Walden University

  Attended

  2017