Helen Terry

Compliance Specialist at Midland Trust Co. - Sioux Falls, SD, US

Helen Terry's Colleagues at Midland Trust Co.
Marco Gonzalez

Information Technology Generalist

Contact Marco Gonzalez

Martha Tinoco

Trust Accounting Associate

Contact Martha Tinoco

Linda Dunn

Human Resources Coordinator

Contact Linda Dunn

Sara Garces

Client Services Manager

Contact Sara Garces

Dave Piccolo

Real Estate Transaction Coordinator

Contact Dave Piccolo

View All Helen Terry's Colleagues
Helen Terry's Contact Details
HQ
N/A
Location
Sioux Falls,South Dakota,United States
Company
Midland Trust Co.
Helen Terry's Company Details
Midland Trust Co. logo, Midland Trust Co. contact details

Midland Trust Co.

Sioux Falls, SD, US • 100 - 249 Employees
Financial Services

Who is Midland?The Midland umbrella of companies is a leading custodial services provider focused on self-directed IRA accounts, 1031 exchanges and private fund custody services. In business since 1994, Midland is focused on providing clients with as many opportunities as possible to defer or eliminate taxes. With thousands of satisfied clients and Billions of dollars in assets under administration, Midland possesses the experience and knowledge to assist clients with their financial goals.Midland is an ESOP CompanyEmployee Ownership empowers its staff to pave the way for the future. In December 2019, Midland and its affiliates became employee-owned via the Midland ESOP Trust. Our employees have an entrepreneurial spirit which sets the company apart. The ESOP allows them to have a say in their company and share in the profit. As a result, employee-owners are adding to their retirement and building and diversifying their financial portfolios.What is self-direction?A self-directed IRA is not a type of IRA, but a little-known way to invest through your IRA. Self-direction allows the investor to expand their portfolio from the typical stocks and bonds available with most IRA companies. The IRS allows you to choose your own investments, such as real estate, futures, foreign currency (forex), notes (loans/mortgages), LLCs, precious metals, energy, or even movie deals! The possibilities of self-direction are endless.

Self Directed IRAs 1031 Exchanges Private Fund Custody 401k Recordkeeping
Details about Midland Trust Co.
Frequently Asked Questions about Helen Terry
Helen Terry currently works for Midland Trust (SD IRAs & 1031s).
Helen Terry's role at Midland Trust (SD IRAs & 1031s) is Compliance Specialist.
Helen Terry's email address is ***@midlandtrust.com. To view Helen Terry's full email address, please signup to ConnectPlex.
Helen Terry works in the Financial Services industry.
Helen Terry's colleagues at Midland Trust Co. are Marco Gonzalez, Martha Tinoco, Linda Dunn, Steven Placke, Sara Garces, Andrew Anger, Dave Piccolo and others.
Helen Terry's phone number is N/A
See more information about Helen Terry