- Financial Planning
Terry Crawford , CFP®Associate Financial Planner
Terry joined Procyon originally as a Client Service Associate, 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 recent certification as a CERTIFIED FINANCIAL PLANNER™ practitioner now make her a valuable asset to the Procyon team as an Associate Financial Planner.
With over 18 years of commitment to serving clients, Terry’s hands-on experience in private wealth management positions her as a valuable contributor to the firm’s financial planning team, contributing to Procyon’s mission of providing exceptional financial planning services. She excels at designing plans that help clients visualize their financial lives and make informed choices. 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.