terry tolbertcfp financial advisor my story · 2020-02-08 · terry began his career at a leading...
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MY STORYTERRY TOLBERTCFP®, branch managerfinancial advisor
A Wealth Management Advisor for nearly 30 years, Terry is the Branch Manager at our Space Coast office.
AA CERTIFIED FINANCIAL PLANNER™ and Chartered Retirement Planning Counselor℠, Terry began his career at a leading financial services firm before joining the Allen & Company team in 2012. He serves as Vice President of Investments and currently holds Series 7, 63, 65, 31 and 24 licenses, as well as Life, Health and Variable Annuities.well as Life, Health and Variable Annuities.
In keeping with the Allen & Company commitment to giving back to our communities,
Terry has supported and shared his leadership talents with the City of Titusville Police and Fire Pension Board, Mims Little League, Habitat for Humanity, the Kiwanis Club of North Brevard and the North Brevard YMCA. He is also a sitting board member of the Melbourne Regional Chamber of East Central FloridaFlorida and the city of Titusville General Employees’ Pension Board.
Terry received a B.A. from Methodist University and a Master’s of Education from Stetson University and lives in Titusville with his wife.
“Integrity and client trust is the cornerstone of my business.”