CONSORTIUM MEMBER SINCE 2021

Terrell Boone, CRPC

Highlands Wealth Group
Partner, Wealth Advisor

Phone  |  864.526.0098
E-mail  |  terrell@highlandswealthgroup.com



Member Profile

Client Vision

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 experience that can address all your planning needs.

Areas of Expertise

  • Comprehensive Financial Planning
  • Investments & Asset Management
  • Long Term Care Planning

Education/Certification

  • Chartered Retirement Planning Counselor (CRPC)
  • Holds Series 7 securities registration through LPL Financial and the Series 66 through LPL Financial and IFG Advisory, LLC.


Outside The Office

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.



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TOP 25 FIRM
2004-2020

Chosen as one of Atlanta’s
Top 25 Financial Planning & Advisory Firms
based on assets under advisement.


RANKED TOP WORKPLACE 2015-2020





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DISCLOSURE: Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Advisory Services may be offered through LPL Financial, a registered investment advisor or IFG Advisory, LLC, a registered investment advisor. Integrated Financial Group and IFG Advisory, LLC are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact business with residents of the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, DC, Florida, Georgia, Idaho, Illinois, Iowa, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, West Virginia, Wisconsin.