Todd Terry
director of operations and financial advisor at Mcelhenny Sheffield Capital Management - Dallas, TX, US
Todd Terry's Colleagues at Mcelhenny Sheffield Capital Management
Todd Terry's Contact Details
HQ
214-922-9200
214-922-9200
Location
Company
Mcelhenny Sheffield Capital Management
Mcelhenny Sheffield Capital Management
Todd Terry's Company Details
McElhenny Sheffield Capital Management is an independent, SEC registered, Wealth Management Firm based in Dallas, TX. Serving High Net Worth and Ultra High Net Worth clients since 2000, we provide Financial Planning, Social Security Optimization, Tax Planning, Estate Planning Review, and Charitable Giving Review. We specialize in Tactical Asset Management and offer a number of options based strategies including Covered Calls, Cash Covered/Naked Puts, Concentrated Position Management, and multi-leg options strategies.
Frequently Asked Questions about Todd Terry
Todd Terry currently works for McElhenny Sheffield Capital Management.
Todd Terry's role at McElhenny Sheffield Capital Management is director of operations and financial advisor.
Todd Terry's email address is ***@mscm.net. To view Todd Terry's full email address, please signup to ConnectPlex.
Todd Terry works in the Financial Services industry.
Todd Terry's colleagues at Mcelhenny Sheffield Capital Management are Taylor Bledsoe, Ryan McKee, Grant Morris, Jesse Hauptrief, Gary Jackson, Greg Morris and others.
Todd Terry's phone number is ["+12143544155","+12143480727"]