Financial Advisor

The credit union is pleased to introduce you to Bill Terry.  Bill is a Financial Advisor with over 20 years’ experience and the past 6 years he has been with Money Concepts.  Bill is passionate about working with individuals to improve their financial well-being.  He gives advice through simple, understandable concepts. 

Bill is looking forward to working with our members and will be happy to set up a consultation appointment with you for no charge.  He can help with a variety of needs that you may have ranging from introduction to investments, types of accounts that would help you meet your goals to a specific need/life event, for instance retirement, divorce, marriage, inheritance, college planning, etc. 

Money Concepts is an independent broker dealer founded in 1979.  To set up a meeting with Bill you can contact him at 971-204-7163 or and let him know you are an IBEW & United Workers credit union member. 

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All Securities through Money Concepts Capital Corp., Member FINRA/SIPC and are not insured by credit union insurance, the NCUA, or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. Money Concepts Capital Corp. 1140 North Jog Road, Palm Beach Gardens, Florida 33418