Highlands Wealth Group Partner and Wealth Advisor, Terrell Boone, believes in planning with purpose. As a husband, father, and business owner, he also understands the complexities of balancing life with many moving parts. Working with Terrell means gaining a trusted partner who delivers honest dialogue, actionable advice, and access to a deep bench of expertise that can address all your planning needs.
Terrell has been married to his wife, Heather, since 2006. They reside in upstate South Carolina with their two children, Tanner and Kayla. Outside the office, Terrell enjoys golfing, hiking, and anything outdoors with family and friends.
AREAS OF EXPERTISE
Comprehensive Financial Planning
Investments & Asset Management
Retirement Plan Design & Management
Pre & Post-Retirement Planning
Long Term Care Planning
EDUCATION & CERTIFICATIONS
Chartered Retirement Planning Counselor (CRPC).
Holds Series 7 through LPL Financial, holds Series 66 through LPL and IFG Advisory, LLC.