Terrell Boone, CRPC®

Senior Wealth Advisor, Principal

(864) 414-8510
56 Parkway Commons Way Greer, SC 29650

Terrell Boone is the Principal & Senior Wealth Advisor at Highlands Wealth Group. He is a Chartered Retirement Planning CounselorSM whose career in financial services began in 2002.

Terrell is a Floridian by birth and remained there until relocating to Upstate SC in 2014 with his wife Heather and son Tanner. They have since welcomed their daughter Kayla Rynn and, most recently, a Labrador pup named Bella.

Terrell has a background in the following disciplines: financial planning, asset management, insurance, and investment banking. This unique blend of education and work experience make him an ideal advisory fit for small to medium-sized businesses, pre & post-retirees and Director level sales professionals. Having played competitive sports much of his youth, Terrell values teamwork and determination. He is an active member at Grace Church, a Rotarian, and lives the motto “service above self.”

Terrell enjoys golfing, hiking, fishing, live music, trivia, and values time at home with family and friends, where he loves to cook and entertain outdoors.

A word fromTerrell

‟One of the most important things we all strive for in life is balance! I find that my balance is in equilibrium when I am paying attention to the five F’s (Faith, Family, Friends, Fitness and Finances). We all have a different order for which these could be numbered, but they all need to be tended to regularly or we fail to reach the ideal view of ourselves and others.”

Brad Williams is a Wealth Advisor and CERTIFIED FINANCIAL PLANNER™ practitioner whose career in financial services began in 2009.

Originally from Spartanburg, Brad has lived most of his life in Upstate SC. He met his wife, Jenni, while they were students in the Honors College at the University of South Carolina. They welcomed their daughter, Cora, in 2023.

Brad and Jenni share a love for the outdoors, travel, Gamecock sports and are active members of Advent United Methodist Church in Simpsonville.

As an Eagle Scout, serving the community is close to Brad’s heart. He enjoys providing personal finance education to students at his Alma Mater and other organizations. He and Jenni are heavily involved with the Greenville Walk to End Alzheimer’s and serve their church in various capacities.

Brad has a passion for music. He enjoys singing in the Advent Chancel Choir, playing the banjo & guitar, and is a self-proclaimed country music encyclopedia.

A word from Brad

‟Our process has been carefully crafted to ensure that the families we serve can pursue their ideal lives with confidence. We can equip you with the knowledge and resources you need to make productive financial decisions through every season. We don’t just draw a map and send you on your way. Our charge is to hold the lamp that lights your path for as long as you choose to include us on the journey.”

Allison Campbell

Client Services Associate

(864) 900-4525
56 Parkway Commons Way Greer, SC 29650

Allison Campbell is a Client Services Associate. Allison was born and raised in Atlanta, GA. She and her husband, Ben, met as students at Furman University. Allison, a former elementary school teacher, began her career in financial services in 2019. She holds an MBA from Clemson University.

Allison and Ben have two children, Ellie Grace and J.T., and a golden retriever named Caroline. Allison enjoys spending time with her family, trying new recipes, and volunteering with the student ministry at her church.

A word from Allison

I always appreciate taking some time to reflect on the big picture, then to get organized and take steps to put ideas into action. Greg Reid writes, “A dream written down with a date becomes a goal. A goal broken down into steps becomes a plan. A plan backed by action makes your dreams come true,” and I couldn’t agree more. Our team at HWG can support you as you plan to reach your ideal view.

Strategic Partners

Carmen Schuck, FPQPTM

Client Service Supervisor
Integrated Financial Group

Crystal Epstein

Chief Compliance & Risk Officer
Integrated Financial Group

Brice Silver

Director of Investment Solutions
Integrated Financial Group

About Integrated Financial Group | The Brain Trust

In January 2021, Terrell & Brad were chosen to join Integrated Financial Group (IFG), an Atlanta-based firm of over 80 independent financial planners from across the country. Highlands Wealth Group’s affiliation with IFG is invaluable; it provides access to a network of talented, like-minded peers who share strategies, best practices and advice.

IFG’s members own businesses across ten states totaling over $2.5 billion in brokerage and advisory assets through LPL Financial and over $1.8 billion in assets under management through its separate registered investment advisor, IFG Advisory, LLC as of 9/1/2020.

About LPL Financial | The Power of Affiliation

LPL Financial is one of the nation’s leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.

Thousands of financial advisors nationwide can rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their client’s needs.

Who do we serve?

Learn more about our clients.

Who do we serve?

Learn more about our clients.