Terry Estes CFP®

Managing Director | Financial Advisor

Terry joined Steward Partners in 2021 at our Monroe, NC office. He has a passion and conviction for educating his clients to fully understand the capital markets and use that information to create financial independence.

In his role, Terry works diligently to develop customized and disciplined financial planning strategies through extensive research and well-established long-term relationships. He understands that the planning process can be overwhelming, but his approach breaks down

complexities and gives his clients the necessary tools to achieve their goals. Terry helps clients navigate short- and long-term financial objectives by providing realistic, unbiased, comprehensive recommendations based on their financial situation and desired outcomes.

During a college finance course, Terry became interested in the financial service industry, which piqued his interest in leveraging the capital markets to eventually establish financial independence. Today, he brings more than two decades of experience to our team from his time with Edward Jones as a CERTIFIED FINANCIAL PLANNER™ Professional.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.