May 30, 2018
• 5% down payment
• No income limits
• Fixed or adjustable interest rates
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Terry, a gifted communicator and experienced advisor, started his financial services career in 1988. He is dedicated to helping clients work towards their financial goals while incorporating a positive attitude and humor to clearly explain complicated
issues. Being an independent advisor is especially important to Terry as it enables him to focus on his client’s needs instead of just selling products. Prior to joining Blackbridge Financial in 2015, Terry was recognized for excellence and received several awards from his former broker-dealer as a leading performer in his field. He was also a member of their Senior Advisor Leadership team.
Terry takes great pride in ‘helping Main Street and Wall Street come together’ and has accomplished this initiative through providing personalized service and financial education to his local community. He has dedicated the past 29 years to helping his clients understand and navigate the world of personal finance and wealth management. Originally from Palos Verdes Estates, California, Terry has been a Charlotte resident for the past 17 years. Outside of work, he enjoys surfing,
spear-fishing, snorkeling, and traveling with his wife, Elizabeth.
Charlotte Chamber Member
Published author *Pride Magazine and Credit Union Times
Communications, Public Speaking, Employee Benefits, Social Security,
Medicare Retirement Planning. Comprehensive Financial Planning. Long Term
Engineers, Duke Energy employees, Retirement-Aged Clients
California State Long Beach. 1985: Dual Major: Finance, Marketing
Series 6: Investment Company/ Variable Contracts
Series 7:General Securities Registered Representative
Series 63:Uniform Securities State Agent
Series 66: Uniform Combined State Agent
CRPC®: Chartered Retirement Planning Counselor
Securities Registration States: AL, CA, FL, GA, HI, MD, NY, NC, OH, SC, TX, VA
Insurance Registration States: NC, SC
V. Conley Perry, Raleigh native, is a founding partner of Socratic Wealth Advisors. Conley has been a private wealth advisor for over twenty years. During this time, he has helped clients pursue their financial goals through comprehensive financial planning and investment management. Conley believes that the key to a successful financial planning relationship is treating his clients like family. He models his personal beliefs in his daily interactions with clients by being a patient and compassionate champion for his clients’ financial success.
Spanning over two decades as an advisor, Conley has learned that acquiring more knowledge in the field helps him to stay abreast of the changing landscape in the investment industry. He holds the professional designations of a CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant® (ChFC®), Accredited Portfolio Management Advisor℠ (APMA®), and securities licenses (Series 7, Series 63, Series 65). Conley holds his series 7 and 63 through LPL Financial and his series 65 with Independent Advisor Alliance.
Conley also helps clients plan their insurance protection by offering life, disability, and longterm care insurance. He specializes in wealth management for every type of investor. Whether a young achiever, savvy veteran, professional athlete, medical professional, or retiring couple, Conley has the skills necessary to help clients pursue their financial dreams. In his free time, Conley has a number of hobbies and interests. He enjoys living in downtown Raleigh and taking in the local sights and festivities. He is an avid golfer. Conley is also a devoted fan of Duke basketball and Carolina Panthers football. Conley likes to spend quality time with family and friends. He enjoys traveling, especially to the beach, and listening to live music.
AREAS OF FOCUS: Education Planning; Retirement Planning; Wealth Management and Investment Strategies; Insurance Protection Needs; Estate and Tax Strategies