Terry Estes CFP®
Managing Director | Financial Advisor
Terry joined Steward Partners in 2021 at our Monroe, NC office. He has a passion and conviction for educating his clients to fully understand the capital markets and use that information to help create financial independence.
In his role, Terry works diligently to develop customized and disciplined financial planning strategies through extensive research and well-established long-term relationships. He understands that the planning process can be overwhelming, but his approach breaks down complexities and gives his clients the necessary tools to help achieve their goals. Terry helps clients navigate short- and long-term financial objectives by providing realistic, unbiased, comprehensive recommendations based on their financial situation and desired outcomes.
During a college finance course, Terry became interested in the financial service industry, which piqued his interest in leveraging the capital markets to eventually establish financial independence. Today, he brings more than two decades of experience to our team from his time with Edward Jones as a CERTIFIED FINANCIAL PLANNER™ Professional.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Terry joined Steward Partners in 2021 at our Monroe, NC office. He has a passion and conviction for educating his clients to fully understand the capital markets and use that information to help create financial independence.
In his role, Terry works diligently to develop customized and disciplined financial planning strategies through extensive research and well-established long-term relationships. He understands that the planning process can be overwhelming, but his approach breaks down complexities and gives his clients the necessary tools to help achieve their goals. Terry helps clients navigate short- and long-term financial objectives by providing realistic, unbiased, comprehensive recommendations based on their financial situation and desired outcomes.
During a college finance course, Terry became interested in the financial service industry, which piqued his interest in leveraging the capital markets to eventually establish financial independence. Today, he brings more than two decades of experience to our team from his time with Edward Jones as a CERTIFIED FINANCIAL PLANNER™ Professional.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Sandy Thomas
Client Administrative Manager
Sandy joined Steward Partners in 2021 as a Client Administrative Manager at our Charlotte, NC office. She has worked closely with Terry Estes since 2009, and during that time, she has established meaningful, long-term relationships with our clients. These relationships are essential for our clients to feel comfortable approaching us with any questions or needs.
Sandy has built a reputation as the go-to person when something needs to get done. She thoroughly understands the financial services industry and has the knowledge and skills to find the appropriate solutions for our clients. She works hard on behalf of all our clients and is accustomed to listening to both our clients and staff, resolving issues, and anticipating future needs.
Additionally, Sandy plays a vital role in the efficient operations of our office. From preparing reports to processing documents, problem-solving, ensuring our office meets all compliance rules and standards, and handling administrative duties, Sandy has a keen understanding of the pulse of our office and aims to continually improve the client experience.
Sandy joined Steward Partners in 2021 as a Client Administrative Manager at our Charlotte, NC office. She has worked closely with Terry Estes since 2009, and during that time, she has established meaningful, long-term relationships with our clients. These relationships are essential for our clients to feel comfortable approaching us with any questions or needs.
Sandy has built a reputation as the go-to person when something needs to get done. She thoroughly understands the financial services industry and has the knowledge and skills to find the appropriate solutions for our clients. She works hard on behalf of all our clients and is accustomed to listening to both our clients and staff, resolving issues, and anticipating future needs.
Additionally, Sandy plays a vital role in the efficient operations of our office. From preparing reports to processing documents, problem-solving, ensuring our office meets all compliance rules and standards, and handling administrative duties, Sandy has a keen understanding of the pulse of our office and aims to continually improve the client experience.