Shane Terry is the President and Founder of Terry Wealth Management, a firm that provides personalized, comprehensive, and objective financial guidance for individuals, families, and small businesses.
Shane’s experience in financial services is broad and extensive having served investors in a variety of capacities since 1996. After obtaining a Bachelor of Science degree in Finance from Colorado State University, Shane began his investment career at Invesco Funds group as a Retirement Specialist. He moved to California in 1997, and advanced through the ranks of management at TD Ameritrade before joining LPL Financial in 2004 where he was Vice President of the Service Center. At LPL Financial, he interacted with thousands of independent financial advisors and gained valuable behind the scenes insight into the operations of some of LPL's top financial advisors. Shane’s implemented these best in class process’ into the daily operations of Terry Wealth Management.
Shane holds the FINRA Series 4, 7, 8, 24, 63, and 66 registrations with LPL Financial and is California Insurance licensed. CA Insurance Lic# OK26885
Shane is originally from Denver and lives in San Marcos, with his wife Krista and their two daughters Kaitlyn and Emily. Shane and his family enjoy travelling, game nights, sports, and most weekends can be found cheering on Kaitlyn or Emily in volleyball tournaments.