Gabe Terry, Crps, Cltc, AI F
About Gabe Terry, Crps, Cltc, AI F
Gabe Terry serves as the Regional Vice President of Financial Institutions at F&G in Denver, Colorado, where he has worked since 2021. He has extensive experience in the financial sector, having held various roles at companies such as Nationwide Financial and Merrill Lynch, and is recognized for his expertise in capital markets and portfolio strategies.
Work at F&G
Gabe Terry has served as the Regional Vice President for Financial Institutions at F&G since 2021. Based in Denver, Colorado, he has been instrumental in providing comprehensive support and expertise to financial institutions. His role involves delivering in-depth knowledge of capital markets and portfolio strategies, ensuring that advisors receive relevant and ongoing sales training. He focuses on advanced sales concepts to enhance the effectiveness of financial advisors.
Previous Experience
Before joining F&G, Gabe Terry held several significant positions in the financial services industry. He worked at BISYS Fund Services as an Internal Wholesaler from 2001 to 2003. He then served as Regional Vice President for MarketFLEX Variable Annuities at Nationwide Financial from 2007 to 2013, and later as Regional VP for Mutual Funds from 2013 to 2017. His experience also includes a role as a Retirement Plan Specialist at Merrill Lynch from 1999 to 2001 and as Regional Manager at WealthVest from 2020 to 2021.
Education and Expertise
Gabe Terry earned a Bachelor of Science degree in Finance from the University of Northern Colorado, where he studied from 1994 to 1998. His educational background provides a strong foundation for his extensive knowledge in capital markets and portfolio strategies. He is proficient in public speaking and delivering presentations, which supports his role in training and advising financial professionals.
Achievements
Throughout his career, Gabe Terry has received recognition for his performance and contributions. He has been acknowledged on three occasions as divisional MVP, as elected by management. He achieved first place in his firm's drive for most new client acquisitions in 2016 and has qualified for the firm's awards trip on seven occasions. His ability to analyze the needs of advisors has led to successful outcomes in leveraging technology to increase assets under management.