As an Edward Jones financial advisor, I believe it’s important to have a holistic approach by understanding what is important to you. Providing comprehensive wealth strategies involves more than just investment guidance. I welcome the involvement of your CPA, attorney and other professionals to address the entire scope of financial concerns, including your tax mitigation, estate considerations and wealth protection strategies, as well as charitable giving, to tailor a strategy that is appropriate for you and your family.
Originally from Plainview, TX, I began my Edward Jones career in 2012 as a financial advisor serving my community of Levelland and the surrounding area. I have served the firm in numerous leadership roles, helping new financial advisors. Prior to Edward Jones, I worked at Covenant Hospital in Lubbock, after attending Texas Tech University.
My spouse, Mary, and I have three wonderful kids: Cru, born in 2014, Ryler, born in 2015 and our new baby girl, Ava, born Feb 2020. I am a member of the Levelland Chamber of Commerce and an active member of my community, serving on (and past chair of) the Levelland Main Street Board, where I helped implement the Levelland Main Street Endowment. I've also served on the Levelland ISD Foundation for Excellence Board, Hockley County Endowment Board, South Plains College Business Advisory Board and on the Veteran's Day committee.
My wonderful team consists of branch office administrator, Viviana Perez, with over five years of experience and our on-call senior branch office administrator, Debbie McIntire, who has over 20 years of experience. Together, we serve a select number of families that typically have more complex needs by providing tailored strategies based on the unique needs of each family.
Contact me on LinkedIn and Facebook.
- Entrepreneurs & Business Owners
- Business Retirement Plans
- Wealth Strategies
- Estate & Legacy Strategies
- Retirement Income Strategies
- Intergenerational Planning
My Personal Interests
Office Address502 Houston
Levelland, TX 79336
Phone NumberTanner W Terrell at (806) 894-2225
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