A Wealth Management Advisor for nearly 30 years, Terry is the Branch Manager at our Space Coast office.
A CERTIFIED FINANCIAL PLANNER™ and Chartered Retirement Planning Counselor℠, Terry began his career at a leading financial services firm before joining the Allen & Company team in 2012.
In keeping with the Allen & Company commitment to giving back to our communities, Terry has supported and shared his leadership talents with the City of Titusville Police and Fire Pension Board, Mims Little League, Habitat for Humanity, the Kiwanis Club of North Brevard and the North Brevard YMCA. He is also a sitting board member of the Melbourne Regional Chamber of East Central Florida and the city of Titusville General Employees’ Pension Board.
Terry received a B.A. from Methodist University and a Master’s of Education from Stetson University and lives in Titusville with his wife.
Terry Tolbert holds the Series 7, 63, 31 and 24 registrations with LPL Financial, and Series 65 registration with both LPL Financial and Allen & Company. He also holds his life, health, and variable annuities insurance licenses.