Terry Colen

Terry, a gifted communicator and experienced advisor, started his financial services career in 1988. He is dedicated to helping clients work toward their financial goals and incorporates humor and a positive attitude to explain complicated issues. As an independent advisor, Terry is able to focus on his clients' needs, not selling products. Prior to joining Blackbridge Financial in 2015, Terry was recognized for excellence as a leading performer in his field. Terry takes great pride in providing personalized service and financial education to his community, as well as helping his clients understand and navigate the world of retirement income planning and wealth management.

Originally from Palos Verdes Estates, California, Terry has been a Charlotte resident since2001. He frequently travels the world with his wife, Elizabeth, and their children. Recent trips include Paris, Rome, and Nassau. Outside of work, he enjoys playing tennis, cycling, and snorkeling.