Terry Crawford

Terry Crawford, CFP®, currently serves as a Client Service Associate for Institutional Clients and as an Associate Financial Planner at Procyon Partners since May 2021, with previous roles in client service and operations at Pivotal Planning Group, LLC from December 2019 to May 2021. Prior to that, Terry worked as an Office Manager at America's Auto Auction - Virginia and held various positions including Investment Operations Associate and Compliance Assistant at Tull Financial Group, where responsibilities included managing front and back office operations and supporting a corporate merger. Educational credentials include a master's degree in Financial Planning and Services from The University of Georgia, a Certified Financial Planning Certification from the College for Financial Planning, a Bachelor of Science in Cyber & Digital Forensics from Regent University, and an associate's degree in Special Education and Teaching from the University of Calgary.