Broker Check
Terry Taylor

Terry Taylor

Senior Partner

Terry graduated from Southwest Texas State University with a BBA in Business Management in 2002. After college, he accepted a position with Enterprise Rent-A-Car in their intensive management training program. While Terry gained valuable experience and enjoyed his time at Enterprise, it was not facilitating his ultimate goal of becoming an entrepreneur and truly being able to make a profound difference in the lives of others.

In 2003 Terry decided to leave Enterprise and join the financial services industry as an Independent Wealth & Investment Strategist. Making this move allowed him to achieve his goal of becoming an entrepreneur but, more importantly, allowed Terry the ability to better serve others and assist them in realizing their goals and dreams. Along with creating unique wealth strategies, Terry truly feels blessed that he is in the position that enables him to build lifelong, abundant relationships with his clients.

He holds multiple industry licenses and has been a qualifying member of the prestigious financial organization, Million Dollar Round Table, since 2010 with a Court of the Table honor in 2011. Terry is also the co-host of the “Advance and Protect” radio show airing Sunday afternoons from 2:00 PM – 3:00 PM on Talk Radio 1370 AM KJCE.

Terry was born in Austin, TX and currently resides in Kyle, TX with his wife Ashley and their two kids, Hudson and Drew. Terry enjoys spending ample time with his family; he is very active in his community and is an avid sports enthusiast.

*The Million Dollar Round Table (MDRT) is an independent association. Membership is based on production and does not qualify a financial professional to provide investment recommendations or advice.