Terry Crawford , MS, CFP®

Bio

Terry joined Procyon originally as a Client Service Associate for our Private Wealth Clients, bringing with her a depth of experience from previous roles in the financial services sector. Her dedication to providing exceptional client experiences, coupled with her certification as a CFP® (CERTIFIED FINANCIAL PLANNER™) practitioner make her an asset to the Procyon team. Terry, having served as an Associate Financial Planner, now works alongside our Institutional Client team as Institutional Operations Manager, helping to serve our retirement plan partners and their respective participants.

With over 20 years of commitment to serving clients, Terry’s hands-on experience in wealth management operations makes her a valuable contributor to the firm. Her hardworking nature, extensive knowledge, and empathetic personality enable her to serve clients and advisors with the utmost care and attention to detail.

Terry earned her Master of Science degree in Financial Planning and Economic Development from the University of Georgia. Her love of learning continues to drive her success as she works on her CRPS® (CHARTERED RETIREMENT PLAN SPECIALIST™) certification through the College of Financial Planning. This educational background enhances her expertise and enables her to provide clients with the highest level of service.