Terry Crawford

Client Service Associate

Bio


Terry joined Procyon following the merger with Pivotal Planning Group, LLC in 2021.

Terry brings a flair for organization and systems to her role. Her expertise in data management and software supports Procyon in providing an exceptional and consistent client experience. As a former Operations Manager and Investment Operations Associate with 15 years in the financial services sector, Terry has a gift for creating order out of chaos. She is a hard-working, knowledgeable and empathetic individual ready to serve clients with the utmost care and attention to detail. Her hands-on knowledge and experience in private wealth management make her an exceptional addition to our team. She will take anything you throw at her and tackle it with both patience and perseverance until she crosses the finish line.

Not only is Terry knowledgeable in financial matters, but she is also trained in the twin fields of cybersecurity and digital forensics. She is a mother of two, loves reading, long walks on the beach and spending time with family. She makes her home in Chesapeake, Virginia, where she lives with her husband, Kevin, and their golden retrievers, Archer and Lexi.