Executive Benefit Solutions

CONNECT

Address:

5851 San Felipe, Suite 450
Houston, TX 77057

Phone:

713-266-4EBS (4327)

Fax/Other:

713-266-6766

Donald Terry Jr.

Financial Advisor

Mr. Donald Terry Jr. is a Financial advisor with Executive Benefit Solutions LLC. Mr Terry has twenty-nine years of experience in the financial services industry. He is securities registered and insurance licensed. His practice focuses on Executive Compensation & Retention, Business Succession Planning, Retirement Planning, and Financial Planning.

     Mr. Terry has worked with many Business owners and Retirees in helping them plan for and meet their Financial & Business goals and aspirations for themselves, their companies, and their family. Mr. Terry is a member of the National Association of Insurance and Financial Advisors (NAIFA). He is licensed to practice in several states across the US. Mr. Terry is also a lifetime member of the Million Dollar Round Table (MDRT), a global organization that recognizes the world's best life insurance and financial services professionals who's qualifications require the highest standards of ethics and excellence in the industry.

     Mr. Terry is a twenty year retired veteran of the U.S. Army. He also participates and sits on the Board of several charitable organizations throughout Texas.

Phone (713)266-4327
Fax (713)266-6766
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck