Terrell Boone, CRPC
E-mail | firstname.lastname@example.org
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
- 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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