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Terry E

CFP®, Series 63, Series 66

Monroe, NC

Steward Partners Investment Advisory, LLC

Terry Estes is a CERTIFIED FINANCIAL PLANNER™ professional affiliated with Steward Partners Investment Advisory, LLC, with 26 years of industry experience. He previously worked at Edward Jones for over two decades and has held roles at Freedom Street Partners and Raymond James Financial Services. Outside of his advisory work, he serves as a board member for the Union County Community Shelter, where he organizes fundraising events. Steward Partners Investment Advisory, LLC is a large SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering diverse investment advisory and financial planning services with both discretionary and non-discretionary portfolio management options.

ESG / Sustainable investing Private / alternative investments Concentrated stock management Business sale tax planning Retirement income strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals
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