Broker Check

Terry Lee Whitney, Jr.

Partner | AIF®

Terry Lee Whitney, Jr. earned the Accredited Investment Fiduciary (AIF®) designation and has worked in the financial services industry for more than 20 years. At Intrua Financial, he works in a fiduciary role as he creates customized wealth management strategies that align with each client’s goals. Terry specializes in constructing solid financial plans and implementing them to help clients build, maintain and ultimately distribute their wealth.

Terry received a B.S. in Finance from San Diego State University and holds his Series 7 (General Securities Representative), 63 (Uniform Securities Agent State Law), & 31 (Futures Managed Funds).

Away from the office, Terry enjoys exercise and fitness, golf, tennis and reading. He and his family are members of the Good Shepard Episcopal Church. Recently, Terry ran across a quote from Albert Einstein that has become his new favorite—“Learn from yesterday, live for today, hope for tomorrow.”