- Financial Planning
Terry Crawford , CFP®IC Client Service Associate
Terry joined Procyon originally as a Client Service Associate for our Private Wealth Clients, bringing with her a wealth of experience from her previous roles in the financial services sector. Her dedication to providing exceptional client experiences, coupled with her certification as a CERTIFIED FINANCIAL PLANNER™ practitioner make her a valuable asset to the Procyon team. Terry, having recently served as an Associate Financial Planner, now works alongside our Institutional Client team as their IC Client Service Associate, helping to serve our retirement plan partners and their respective participants.
With over 18 years of commitment to serving clients, Terry’s hands-on experience in wealth management positions her as 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’s dedication to continuous learning and professional development is evident in her pursuit of an M.S. in Financial Planning from The University of Georgia’s online program. This educational background enhances her expertise and enables her to provide clients with the highest level of service.